Patelco Credit Union
Use Claude Desktop with Patelco Credit Union
BankSync's MCP server can let Claude Desktop query supported Patelco Credit Union account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Patelco Credit Union or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
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How to connect Claude Desktop to Patelco Credit Union
1
Search for Patelco Credit Union in BankSync
Sign up for BankSync and, if Patelco Credit Union is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
Configure Claude Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
4
Start querying
Ask Claude Desktop about supported Patelco Credit Union transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Patelco Credit Union account data through BankSync.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpbClaude Desktop Config
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Patelco Credit Union
Accounts
List the Patelco Credit Union accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Patelco Credit Union transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Patelco Credit Union accounts.
Holdings
View supported investment positions, quantities, and market values from Patelco Credit Union.
Trades
Access supported investment trade and activity history from Patelco Credit Union.
Loans
Check supported loan balances and provider-supplied liability details from Patelco Credit Union.
your finances, in the conversation
Ready to connect Claude Desktop to Patelco Credit Union?
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Patelco Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.