Use Claude Desktop with Coastal Financial Credit Union

BankSync's MCP server can let Claude Desktop query supported Coastal Financial Credit Union account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.

BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Coastal Financial Credit Union or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Claude Desktop to Coastal Financial Credit Union

Search for Coastal Financial Credit Union in BankSync

Sign up for BankSync and, if Coastal Financial Credit Union is available, link your account through a provider-hosted or bank-hosted authorization flow.

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

Configure Claude Desktop

Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.

Start querying

Ask Claude Desktop about supported Coastal Financial Credit Union transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported Coastal Financial Credit Union account data through BankSync.

One-click install for the Claude Desktop app

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

Claude Desktop Config

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

What Claude Desktop can access from Coastal Financial Credit Union

Accounts

List the Coastal Financial Credit Union accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Coastal Financial Credit Union transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Coastal Financial Credit Union accounts.

Holdings

View supported investment positions, quantities, and market values from Coastal Financial Credit Union.

Trades

Access supported investment trade and activity history from Coastal Financial Credit Union.

Loans

Check supported loan balances and provider-supplied liability details from Coastal Financial Credit Union.

your finances, in the conversation

Ready to connect Claude Desktop to Coastal Financial Credit Union?

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Claude Desktop setup guide Coastal Financial Credit Union details MCP tools reference

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