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