BankSync's MCP server connects Claude Code to Advantage 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 Advantage 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 Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Advantage Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Advantage Credit Union 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 mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Advantage Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Advantage Credit Union accounts.
List all checking, savings, and investment accounts linked through Advantage Credit Union.
View investment positions, quantities, and market values from Advantage Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Advantage Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Advantage 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 Code or Advantage Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.