Use Claude Cowork with American Heritage Credit Union

BankSync's MCP server connects Claude Cowork to American Heritage 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.

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Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to American Heritage Credit Union

Connect American Heritage Credit Union 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 American Heritage Credit Union transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to connect Claude Cowork to your American Heritage 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 Cowork Config

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

What Claude Cowork can access from American Heritage Credit Union

Transactions

Query American Heritage Credit Union transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your American Heritage Credit Union accounts.

Accounts

List all checking, savings, and investment accounts linked through American Heritage Credit Union.

Holdings

View investment positions, quantities, and market values from American Heritage Credit Union brokerage accounts.

Trades

Access buy/sell/dividend transactions from your American Heritage Credit Union investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for American Heritage Credit Union loans.

Ready to connect Claude Cowork to American Heritage Credit Union?

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|American Heritage Credit Union Details|Claude Cowork + BankSync|MCP Tools Reference

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