Use Claude Desktop with Credit Union Atlantic
BankSync's MCP server can let Claude Desktop 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 Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop 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 Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about supported Credit Union Atlantic transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Credit Union Atlantic account data through BankSync.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop 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 Desktop 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.
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Other banks you can use with Claude Desktop
Institutions in the same market that Claude Desktop can query through BankSync MCP.
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- Use Tangerine - Personal with Claude Desktop🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop 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.