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