BankSync's MCP server connects Claude Cowork to Valley First - Personal and Small Business, 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 First - Personal and Small Business account through our secure connection.
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 First - Personal and Small Business transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Valley First - Personal and Small Business 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"
}
}
}
}Query Valley First - Personal and Small Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Valley First - Personal and Small Business accounts.
List all checking, savings, and investment accounts linked through Valley First - Personal and Small Business.
View investment positions, quantities, and market values from Valley First - Personal and Small Business brokerage accounts.
Access buy/sell/dividend transactions from your Valley First - Personal and Small Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for Valley First - Personal and Small Business loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Valley First - Personal and Small Business. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.