Use Claude Code with Perfect Circle Credit Union
BankSync's MCP server connects Claude Code to Perfect Circle 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 Code to Perfect Circle Credit Union
Connect Perfect Circle Credit Union to BankSync
Sign up for BankSync and securely link your Perfect Circle 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 Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Start querying
Ask Claude Code about your Perfect Circle Credit Union transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to connect Claude Code to your Perfect Circle 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.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Perfect Circle Credit Union
Transactions
Query Perfect Circle Credit Union transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Perfect Circle Credit Union accounts.
Accounts
List all checking, savings, and investment accounts linked through Perfect Circle Credit Union.
Holdings
View investment positions, quantities, and market values from Perfect Circle Credit Union brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Perfect Circle Credit Union investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Perfect Circle Credit Union loans.
Ready to connect Claude Code to Perfect Circle Credit Union?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Perfect Circle Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.