BankSync's MCP server connects Claude Cowork to United Southern Bank - Personal, 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 United Southern Bank - Personal 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 United Southern Bank - Personal transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your United Southern Bank - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query United Southern Bank - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your United Southern Bank - Personal accounts.
List all checking, savings, and investment accounts linked through United Southern Bank - Personal.
View investment positions, quantities, and market values from United Southern Bank - Personal brokerage accounts.
Access buy/sell/dividend transactions from your United Southern Bank - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for United Southern Bank - Personal loans.
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