BankSync's MCP server connects Goose to Cardinal 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 Cardinal Credit Union account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Goose using your API key. Follow our Goose setup guide for step-by-step instructions.
Ask Goose about your Cardinal Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Goose to your Cardinal Credit Union data.
extensions:
banksync:
enabled: true
name: BankSync
type: streamable_http
uri: https://mcp.banksync.io
headers:
X-API-Key: bsk_your_key_hereQuery Cardinal Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Cardinal Credit Union accounts.
List all checking, savings, and investment accounts linked through Cardinal Credit Union.
View investment positions, quantities, and market values from Cardinal Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Cardinal Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Cardinal Credit Union loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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