Use Claude Cowork with UnionHome Mortgage
BankSync's MCP server can let Claude Cowork query supported UnionHome Mortgage account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with UnionHome Mortgage or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to UnionHome Mortgage
Search for UnionHome Mortgage in BankSync
Sign up for BankSync and, if UnionHome Mortgage is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported UnionHome Mortgage transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported UnionHome Mortgage account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from UnionHome Mortgage
Accounts
List the UnionHome Mortgage accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported UnionHome Mortgage transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported UnionHome Mortgage accounts.
Holdings
View supported investment positions, quantities, and market values from UnionHome Mortgage.
Trades
Access supported investment trade and activity history from UnionHome Mortgage.
Loans
Check supported loan balances and provider-supplied liability details from UnionHome Mortgage.
Ready to connect Claude Cowork to UnionHome Mortgage?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use UnionHome Mortgage with another agent
The same BankSync MCP server and API key work with every one of these.
- Use UnionHome Mortgage with ChatGPTOpenAI
- Use UnionHome Mortgage with Claude CodeAnthropic
- Use UnionHome Mortgage with Claude DesktopAnthropic
- Use UnionHome Mortgage with CursorAnysphere
- Use UnionHome Mortgage with GeminiGoogle
- Use UnionHome Mortgage with GrokxAI
- Use UnionHome Mortgage with Hermes AgentNousResearch
- Use UnionHome Mortgage with Meta MuseMeta
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Institutions in the same market that Claude Cowork can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or UnionHome Mortgage. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.