Claude Cowork + MCP

Connect Claude Cowork to your bank data

BankSync MCP gives Anthropic's enterprise AI platform direct access to your transactions, balances, and investments. Analyze spending, generate reports, and build financial workflows — all through conversation in Claude Cowork.

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Claude Cowork

MCP Connected

MCP Tools

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36 tools available·banksync

How it works

Three steps to give Claude Cowork access to your financial data.

Get your BankSync API key

Sign up for BankSync, connect your bank accounts via secure open banking, then generate an API key from the Developers section of your workspace.

Add the MCP config to Claude Cowork

Open Claude Cowork's MCP plugin settings and paste the BankSync server configuration with your API key. One-time setup, takes under 2 minutes.

Start asking about your finances

Ask Claude Cowork about your spending, balances, investments, or any financial question. It queries your real bank data through BankSync MCP in real-time.

What you can do with BankSync + Claude Cowork

From quick questions about spending to complex multi-step financial workflows.

Ask about spending

Ask Claude Cowork to break down your spending by category, merchant, or time period. Get instant answers from real bank data.

Analyze budgets

Have Cowork compare your actual spending against budget targets. Identify overspending and savings opportunities across accounts.

Track investments

Ask Cowork about your portfolio holdings, allocation, and performance. Query investment data from brokerage accounts connected via BankSync.

Generate reports

Let Claude Cowork build expense reports, cash flow summaries, and financial overviews. Export to spreadsheets or presentations.

Manage sync feeds

Create, trigger, and monitor BankSync feeds directly from Cowork. Automate your financial data pipeline with conversational commands.

Cross-app workflows

Combine bank data with other MCP connectors in Cowork. Pull transactions into spreadsheets, enrich data from external sources, and build multi-step workflows.

Add BankSync to Claude Cowork

Paste this MCP server config into Claude Cowork's plugin settings. Replace the API key with your own from the BankSync dashboard.

mcp.json

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

Get your API key from Workspace > Developers

Using the Claude Desktop app? Skip the JSON and install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only; Claude Cowork uses the config above.

Why BankSync + Claude Cowork

The most complete MCP server for financial data, purpose-built for AI productivity platforms like Claude Cowork.

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10,000+ banks

Connect to over 10,000 banks, credit unions, and financial institutions across the US, Canada, Australia, UK, and EU.

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Real-time data

Access up-to-date transactions, balances, and investment data. No stale exports or manual uploads.

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Scoped API keys

Create API keys with fine-grained permissions. Control exactly what data Claude Cowork can access.

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36 MCP tools

BankSync exposes 36 MCP tools covering accounts, transactions, balances, investments, liabilities, feeds, and jobs.

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Enterprise-ready security

Data encrypted in transit and at rest on a secure stack. Revoke API keys anytime from the BankSync dashboard.

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Works with other clients

Same MCP config works with Claude Desktop, Cursor, VS Code, ChatGPT, and any MCP-compatible client.

Frequently asked questions

What is Claude Cowork?

Claude Cowork is Anthropic's enterprise AI productivity platform for knowledge workers. It sits between Claude.ai and Claude Code, designed for multi-step tasks involving files, data, and external tools. It uses MCP connectors to access external data sources like bank accounts, spreadsheets, and databases.

How do I connect BankSync to Claude Cowork?

Generate an API key in the BankSync app, then add the BankSync MCP server configuration to Claude Cowork's MCP settings. Paste the JSON config with your API key and the BankSync MCP URL. Setup takes under 2 minutes.

What bank data can Claude Cowork access through BankSync MCP?

Claude Cowork can access transactions, account balances, investment holdings, liabilities, and bank account details through BankSync MCP. It can also manage sync feeds and jobs. The MCP server exposes 36 tools covering the full range of financial data.

Is my financial data safe when using BankSync with Claude Cowork?

Yes. BankSync uses scoped API keys with fine-grained permissions. Data is encrypted in transit, and you can revoke access anytime. BankSync never stores your banking credentials — connections are made through secure open banking APIs.

Can I use BankSync MCP with other AI tools besides Claude Cowork?

Yes. The same BankSync MCP server config works with Claude Desktop, Claude Code, Cursor, VS Code (Copilot), ChatGPT, Windsurf, Warp, Notion, and any MCP-compatible client. You can use the same API key across all clients.