BankSync's MCP server connects Claude Cowork to DIVERSIFIED GENERAL CREDIT UNION, 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 DIVERSIFIED GENERAL CREDIT UNION account through Plaid.
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 DIVERSIFIED GENERAL CREDIT UNION transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your DIVERSIFIED GENERAL CREDIT UNION data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query DIVERSIFIED GENERAL CREDIT UNION transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your DIVERSIFIED GENERAL CREDIT UNION accounts.
List all checking, savings, and investment accounts linked through DIVERSIFIED GENERAL CREDIT UNION.
View investment positions, quantities, and market values from DIVERSIFIED GENERAL CREDIT UNION brokerage accounts.
Access buy/sell/dividend transactions from your DIVERSIFIED GENERAL CREDIT UNION investment accounts.
Check outstanding balances, interest rates, and payment schedules for DIVERSIFIED GENERAL CREDIT UNION loans.
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