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