BankSync's MCP server connects Claude Code to Self-Help Credit Union - NC,SC & FL, 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 Self-Help Credit Union - NC,SC & FL 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 Self-Help Credit Union - NC,SC & FL transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Self-Help Credit Union - NC,SC & FL data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Self-Help Credit Union - NC,SC & FL transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Self-Help Credit Union - NC,SC & FL accounts.
List all checking, savings, and investment accounts linked through Self-Help Credit Union - NC,SC & FL.
View investment positions, quantities, and market values from Self-Help Credit Union - NC,SC & FL brokerage accounts.
Access buy/sell/dividend transactions from your Self-Help Credit Union - NC,SC & FL investment accounts.
Check outstanding balances, interest rates, and payment schedules for Self-Help Credit Union - NC,SC & FL loans.
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