Use Claude Cowork with Flex (Flexible Finance)
BankSync's MCP server connects Claude Cowork to Flex (Flexible Finance), 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.
How to connect Claude Cowork to Flex (Flexible Finance)
Connect Flex (Flexible Finance) to BankSync
Sign up for BankSync and securely link your Flex (Flexible Finance) account through our secure connection.
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 your Flex (Flexible Finance) transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Flex (Flexible Finance) data.
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 Flex (Flexible Finance)
Transactions
Query Flex (Flexible Finance) transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Flex (Flexible Finance) accounts.
Accounts
List all checking, savings, and investment accounts linked through Flex (Flexible Finance).
Holdings
View investment positions, quantities, and market values from Flex (Flexible Finance) brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Flex (Flexible Finance) investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Flex (Flexible Finance) loans.
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Flex (Flexible Finance). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.