BankSync's MCP server connects Claude Code to Finex 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 Finex Credit Union account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Finex Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Finex Credit Union data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Finex Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Finex Credit Union accounts.
List all checking, savings, and investment accounts linked through Finex Credit Union.
View investment positions, quantities, and market values from Finex Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Finex Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Finex 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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