Use Claude Cowork with Community South Credit Union
BankSync's MCP server can let Claude Cowork query supported Community South 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 Community South Credit Union or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Community South Credit Union
Search for Community South Credit Union in BankSync
Sign up for BankSync and, if Community South 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 Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported Community South Credit Union transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Community South 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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from Community South Credit Union
Transactions
Query Community South Credit Union transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Community South Credit Union accounts.
Accounts
List all checking, savings, and investment accounts linked through Community South Credit Union.
Holdings
View investment positions, quantities, and market values from Community South Credit Union brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Community South Credit Union investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Community South Credit Union loans.
Ready to connect Claude Cowork to Community South Credit Union?
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 Cowork or Community South Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.