BankSync's MCP server connects Codex to Connection 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 Connection 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 Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Ask Codex about your Connection Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Codex to your Connection Credit Union data.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"Query Connection Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Connection Credit Union accounts.
List all checking, savings, and investment accounts linked through Connection Credit Union.
View investment positions, quantities, and market values from Connection Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Connection Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Connection 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 Codex or Connection Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.