BankSync's MCP server connects Claude Desktop to Credit Union Of Ohio, 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 Credit Union Of Ohio account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your Credit Union Of Ohio transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Credit Union Of Ohio data.
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"
}
}
}
}Query Credit Union Of Ohio transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Credit Union Of Ohio accounts.
List all checking, savings, and investment accounts linked through Credit Union Of Ohio.
View investment positions, quantities, and market values from Credit Union Of Ohio brokerage accounts.
Access buy/sell/dividend transactions from your Credit Union Of Ohio investment accounts.
Check outstanding balances, interest rates, and payment schedules for Credit Union Of Ohio 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 Claude Desktop or Credit Union Of Ohio. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.