BankSync's MCP server connects Claude Desktop to 5 Point Credit Union, 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.
Sign up for BankSync and securely link your 5 Point Credit Union account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your 5 Point Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your 5 Point Credit Union data.
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query 5 Point Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your 5 Point Credit Union accounts.
List all checking, savings, and investment accounts linked through 5 Point Credit Union.
View investment positions, quantities, and market values from 5 Point Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your 5 Point Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for 5 Point Credit Union loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or 5 Point Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.