BankSync's MCP server can let Zed query supported Columbia 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 Columbia Credit Union or Zed. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Columbia Credit Union is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Zed using your API key. Follow our Zed setup guide for step-by-step instructions.
Ask Zed about supported Columbia Credit Union transactions, balances, and more using natural language.
Add this configuration to let Zed query supported Columbia Credit Union account data through BankSync.
{
"context_servers": {
"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.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Zed or Columbia Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.