BankSync's MCP server connects ChatGPT to SAFE Credit Union (CA), 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 SAFE Credit Union (CA) account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your SAFE Credit Union (CA) transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your SAFE Credit Union (CA) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query SAFE Credit Union (CA) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your SAFE Credit Union (CA) accounts.
List all checking, savings, and investment accounts linked through SAFE Credit Union (CA).
View investment positions, quantities, and market values from SAFE Credit Union (CA) brokerage accounts.
Access buy/sell/dividend transactions from your SAFE Credit Union (CA) investment accounts.
Check outstanding balances, interest rates, and payment schedules for SAFE Credit Union (CA) loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or SAFE Credit Union (CA). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.