BankSync's MCP server connects Claude Cowork to Viva First, 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 Viva First 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 Viva First transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Viva First 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 Viva First transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Viva First accounts.
List all checking, savings, and investment accounts linked through Viva First.
View investment positions, quantities, and market values from Viva First brokerage accounts.
Access buy/sell/dividend transactions from your Viva First investment accounts.
Check outstanding balances, interest rates, and payment schedules for Viva First 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 Viva First. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.