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