BankSync's MCP server connects Claude Cowork to Valley Bank - Commercial Online Banking, 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 Valley Bank - Commercial Online Banking 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 Valley Bank - Commercial Online Banking transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Valley Bank - Commercial Online Banking data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Valley Bank - Commercial Online Banking transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Valley Bank - Commercial Online Banking accounts.
List all checking, savings, and investment accounts linked through Valley Bank - Commercial Online Banking.
View investment positions, quantities, and market values from Valley Bank - Commercial Online Banking brokerage accounts.
Access buy/sell/dividend transactions from your Valley Bank - Commercial Online Banking investment accounts.
Check outstanding balances, interest rates, and payment schedules for Valley Bank - Commercial Online Banking loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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