Use Claude Desktop with Elevations Credit Union

BankSync's MCP server connects Claude Desktop to Elevations 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.

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How to connect Claude Desktop to Elevations Credit Union

Connect Elevations Credit Union to BankSync

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

Configure Claude Desktop

Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.

Start querying

Ask Claude Desktop about your Elevations Credit Union transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to connect Claude Desktop to your Elevations Credit Union data.

One-click install for the Claude Desktop app

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

Claude Desktop Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Desktop can access from Elevations Credit Union

Transactions

Query Elevations Credit Union transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your Elevations Credit Union accounts.

Accounts

List all checking, savings, and investment accounts linked through Elevations Credit Union.

Holdings

View investment positions, quantities, and market values from Elevations Credit Union brokerage accounts.

Trades

Access buy/sell/dividend transactions from your Elevations Credit Union investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for Elevations Credit Union loans.

Ready to connect Claude Desktop to Elevations Credit Union?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Elevations Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.