BankSync's MCP server connects Claude Cowork to Union State Bank (Everest), giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Union State Bank (Everest) account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about your Union State Bank (Everest) transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Union State Bank (Everest) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Union State Bank (Everest) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Union State Bank (Everest) accounts.
List all checking, savings, and investment accounts linked through Union State Bank (Everest).
View investment positions, quantities, and market values from Union State Bank (Everest) brokerage accounts.
Access buy/sell/dividend transactions from your Union State Bank (Everest) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Union State Bank (Everest) loans.
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