BankSync's MCP server connects Claude Code to San Antonio Citizens Federal 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 San Antonio Citizens Federal Credit Union account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your San Antonio Citizens Federal Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your San Antonio Citizens Federal Credit Union data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query San Antonio Citizens Federal Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your San Antonio Citizens Federal Credit Union accounts.
List all checking, savings, and investment accounts linked through San Antonio Citizens Federal Credit Union.
View investment positions, quantities, and market values from San Antonio Citizens Federal Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your San Antonio Citizens Federal Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for San Antonio Citizens Federal Credit Union loans.
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