Use Claude Cowork with Credit Union Atlantic
BankSync's MCP server can let Claude Cowork query supported Credit Union Atlantic 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 Credit Union Atlantic or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Credit Union Atlantic
Search for Credit Union Atlantic in BankSync
Sign up for BankSync and, if Credit Union Atlantic 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 Credit Union Atlantic transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Credit Union Atlantic 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 Credit Union Atlantic
Accounts
List the Credit Union Atlantic accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Credit Union Atlantic transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Credit Union Atlantic accounts.
Holdings
View supported investment positions, quantities, and market values from Credit Union Atlantic.
Trades
Access supported investment trade and activity history from Credit Union Atlantic.
Loans
Check supported loan balances and provider-supplied liability details from Credit Union Atlantic.
Ready to connect Claude Cowork to Credit Union Atlantic?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Credit Union Atlantic with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Credit Union Atlantic with ChatGPTOpenAI
- Use Credit Union Atlantic with Claude CodeAnthropic
- Use Credit Union Atlantic with Claude DesktopAnthropic
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- Use Credit Union Atlantic with GeminiGoogle
- Use Credit Union Atlantic with GrokxAI
- Use Credit Union Atlantic with Hermes AgentNousResearch
- Use Credit Union Atlantic with Meta MuseMeta
Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
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- Use American Express (Canada) with Claude Cowork🇨🇦 Canada
- Use BMO Bank of Montreal with Claude Cowork🇨🇦 Canada
- Use RBC Royal Bank with Claude Cowork🇨🇦 Canada
- Use Tangerine - Personal with Claude Cowork🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Credit Union Atlantic. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.