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