BankSync's MCP server connects Claude Desktop to BCU 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.
Sign up for BankSync and securely link your BCU Bank account through Basiq.
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 BCU Bank transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your BCU Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query BCU Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your BCU Bank accounts.
List all checking, savings, and investment accounts linked through BCU Bank.
View investment positions, quantities, and market values from BCU Bank brokerage accounts.
Access buy/sell/dividend transactions from your BCU Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for BCU Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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