BankSync's MCP server connects ChatGPT to Santa Anna 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 Santa Anna Federal Credit Union account through Plaid.
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 Santa Anna Federal Credit Union transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your Santa Anna Federal Credit Union data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Santa Anna Federal Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Santa Anna Federal Credit Union accounts.
List all checking, savings, and investment accounts linked through Santa Anna Federal Credit Union.
View investment positions, quantities, and market values from Santa Anna Federal Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Santa Anna Federal Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Santa Anna Federal Credit Union loans.
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