BankSync's MCP server connects Claude Desktop to Credo Credit Card, 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 Credo Credit Card account through Plaid.
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 Credo Credit Card transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Credo Credit Card data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Credo Credit Card transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Credo Credit Card accounts.
List all checking, savings, and investment accounts linked through Credo Credit Card.
View investment positions, quantities, and market values from Credo Credit Card brokerage accounts.
Access buy/sell/dividend transactions from your Credo Credit Card investment accounts.
Check outstanding balances, interest rates, and payment schedules for Credo Credit Card loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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