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