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.
14-day free trial • 10,000+ banks supported • Setup in under 2 minutes
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 Plaid, 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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Get your API key from Workspace > Developers
Why BankSync + Claude Cowork
The most complete MCP server for financial data, purpose-built for AI productivity platforms like Claude Cowork.
10,000+ banks
Connect to over 10,000 banks, credit unions, and financial institutions across the US, Canada, UK, and EU.
Real-time data
Access up-to-date transactions, balances, and investment data. No stale exports or manual uploads.
Scoped API keys
Create API keys with fine-grained permissions. Control exactly what data Claude Cowork can access.
28 MCP tools
BankSync exposes 28 MCP tools covering accounts, transactions, balances, investments, liabilities, feeds, and jobs.
Enterprise-ready security
Data encrypted in transit and at rest. SOC 2 compliant. Revoke API keys anytime from the BankSync dashboard.
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 28 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 bank APIs via Plaid.
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.
Give Claude Cowork Your Financial Data
Connect 10,000+ banks to Anthropic's enterprise AI platform via MCP. Analyze spending, generate reports, and build financial workflows in minutes.
14-day free trial • Cancel anytime