Use Claude Cowork with Intrepid Credit Union
BankSync's MCP server connects Claude Cowork to Intrepid 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.
How to connect Claude Cowork to Intrepid Credit Union
Connect Intrepid Credit Union to BankSync
Sign up for BankSync and securely link your Intrepid Credit Union account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about your Intrepid Credit Union transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Intrepid Credit Union data.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from Intrepid Credit Union
Transactions
Query Intrepid Credit Union transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Intrepid Credit Union accounts.
Accounts
List all checking, savings, and investment accounts linked through Intrepid Credit Union.
Holdings
View investment positions, quantities, and market values from Intrepid Credit Union brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Intrepid Credit Union investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Intrepid Credit Union loans.
Ready to connect Claude Cowork to Intrepid Credit Union?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Intrepid Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.