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Use Claude Code with PECU

BankSync's MCP server can let Claude Code query supported PECU 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 PECU or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.

United StatesTerminalMCP Connected

How to connect Claude Code to PECU

1

Search for PECU in BankSync

Sign up for BankSync and, if PECU 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 Code

Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.

4

Start querying

Ask Claude Code about supported PECU transactions, balances, and more using natural language.

Claude Code MCP Configuration

Add this configuration to let Claude Code query supported PECU account data through BankSync.

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.

Terminal
claude mcp add --transport http banksync https://mcp.banksync.io \
  --header "X-API-Key: bsk_your_key_here"

What Claude Code can access from PECU

Accounts

List the PECU accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported PECU transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported PECU accounts.

Holdings

View supported investment positions, quantities, and market values from PECU.

Trades

Access supported investment trade and activity history from PECU.

Loans

Check supported loan balances and provider-supplied liability details from PECU.

your finances, in the conversation

Ready to connect Claude Code to PECU?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or PECU. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.