BankSync's MCP server connects Gemini to Columbia 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 Columbia Credit Union account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Gemini using your API key. Follow our Gemini setup guide for step-by-step instructions.
Ask Gemini about your Columbia Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Gemini to your Columbia Credit Union data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Columbia Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Columbia Credit Union accounts.
List all checking, savings, and investment accounts linked through Columbia Credit Union.
View investment positions, quantities, and market values from Columbia Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Columbia Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Columbia 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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