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