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