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