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