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