Use Claude Cowork with People First and Heritage Bank

BankSync's MCP server connects Claude Cowork to People First and Heritage Bank, 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.

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Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to People First and Heritage Bank

Connect People First and Heritage Bank to BankSync

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 People First and Heritage Bank transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to connect Claude Cowork to your People First and Heritage Bank 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.

Claude Cowork Config

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

What Claude Cowork can access from People First and Heritage Bank

Transactions

Query People First and Heritage Bank transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your People First and Heritage Bank accounts.

Accounts

List all checking, savings, and investment accounts linked through People First and Heritage Bank.

Holdings

View investment positions, quantities, and market values from People First and Heritage Bank brokerage accounts.

Trades

Access buy/sell/dividend transactions from your People First and Heritage Bank investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for People First and Heritage Bank loans.

Ready to connect Claude Cowork to People First and Heritage Bank?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Cowork Setup Guide|People First and Heritage Bank Details|Claude Cowork + BankSync|MCP Tools Reference

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or People First and Heritage Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.