Use Claude Cowork with Vanguard
BankSync's MCP server can let Claude Cowork query supported Vanguard account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Vanguard or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Vanguard
Search for Vanguard in BankSync
Sign up for BankSync and, if Vanguard is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Vanguard transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Vanguard account data through BankSync.
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 Vanguard
Accounts
List the Vanguard accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Vanguard transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Vanguard accounts.
Holdings
View supported investment positions, quantities, and market values from Vanguard.
Trades
Access supported investment trade and activity history from Vanguard.
Loans
Check supported loan balances and provider-supplied liability details from Vanguard.
Ready to connect Claude Cowork to Vanguard?
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Vanguard. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.