Use Claude Cowork with Zions Bank - Treasury Gateway
BankSync's MCP server connects Claude Cowork to Zions Bank - Treasury Gateway, 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.
How to connect Claude Cowork to Zions Bank - Treasury Gateway
Connect Zions Bank - Treasury Gateway to BankSync
Sign up for BankSync and securely link your Zions Bank - Treasury Gateway account through our secure connection.
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 your Zions Bank - Treasury Gateway transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Zions Bank - Treasury Gateway 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"
}
}
}
}What Claude Cowork can access from Zions Bank - Treasury Gateway
Transactions
Query Zions Bank - Treasury Gateway transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Zions Bank - Treasury Gateway accounts.
Accounts
List all checking, savings, and investment accounts linked through Zions Bank - Treasury Gateway.
Holdings
View investment positions, quantities, and market values from Zions Bank - Treasury Gateway brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Zions Bank - Treasury Gateway investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Zions Bank - Treasury Gateway loans.
Ready to connect Claude Cowork to Zions Bank - Treasury Gateway?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Zions Bank - Treasury Gateway. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.