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