Use Claude Cowork with Webull Canada
BankSync's MCP server can let Claude Cowork query supported Webull Canada 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 Webull Canada or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Webull Canada
Search for Webull Canada in BankSync
Sign up for BankSync and, if Webull Canada 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 Webull Canada transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Webull Canada 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 Webull Canada
Accounts
List the Webull Canada accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported Webull Canada accounts.
Holdings
View supported investment positions, quantities, and market values from Webull Canada.
Trades
Access supported investment trade and activity history from Webull Canada.
Orders
Access supported open and pending investment orders from Webull Canada.
Ready to connect Claude Cowork to Webull Canada?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Institutions in the same market that Claude Cowork can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Webull Canada. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.