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