1
Open connectors
Open Customize → Connectors, select +, then
Add custom connector.Workspace members: if your Owner already added AgentBank, select it and
skip to Sign in.
2
Add AgentBank
Name the connector AgentBank and enter:Select Add.
3
Sign in
Select Connect and complete AgentBank’s browser sign-in. Choose your
account and review the requested permissions.
4
Start a conversation
In a chat, select + → Connectors and enable AgentBank. Ask:Confirm that the connected account is yours.
Team and Enterprise Owners
Team and Enterprise Owners
Add AgentBank in Organization settings → Connectors → Add → Custom → Web
using the server URL above. Each member then connects their own AgentBank
account under Customize → Connectors.
Connection troubleshooting
Connection troubleshooting
Check your plan and workspace permissions if you cannot add a connector.
Use exactly
https://mcp.useagentbank.com without adding /mcp, and complete browser
sign-in. Enable AgentBank for the current conversation.If a payment card is missing, ask Claude to reopen it or provide the
available action link.
