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