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