BankSync's MCP server connects Claude Cowork to PFD Firefighters' 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.
Sign up for BankSync and securely link your PFD Firefighters' Credit Union account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about your PFD Firefighters' Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your PFD Firefighters' Credit Union data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query PFD Firefighters' Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your PFD Firefighters' Credit Union accounts.
List all checking, savings, and investment accounts linked through PFD Firefighters' Credit Union.
View investment positions, quantities, and market values from PFD Firefighters' Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your PFD Firefighters' Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for PFD Firefighters' Credit Union loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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