BankSync's MCP server can let Claude Code query supported CommonRoots Federal 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 CommonRoots Federal Credit Union or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if CommonRoots Federal 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 Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about supported CommonRoots Federal Credit Union transactions, balances, and more using natural language.
Add this configuration to let Claude Code query supported CommonRoots Federal Credit Union account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query CommonRoots Federal Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your CommonRoots Federal Credit Union accounts.
List all checking, savings, and investment accounts linked through CommonRoots Federal Credit Union.
View investment positions, quantities, and market values from CommonRoots Federal Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your CommonRoots Federal Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for CommonRoots Federal 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 Claude Code or CommonRoots Federal Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.