BankSync
Sunrise Credit Union - Personal Banking (Canada)
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Claude Cowork

Use Claude Cowork with Sunrise Credit Union - Personal Banking (Canada)

BankSync's MCP server can let Claude Cowork query supported Sunrise Credit Union - Personal Banking (Canada) account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.

BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Sunrise Credit Union - Personal Banking (Canada) or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Claude Cowork to Sunrise Credit Union - Personal Banking (Canada)

Creating a BankSync API key for an AI agent

one key, every agent

1

Search for Sunrise Credit Union - Personal Banking (Canada) in BankSync

Sign up for BankSync and, if Sunrise Credit Union - Personal Banking (Canada) is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Claude Cowork

Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.

4

Start querying

Ask Claude Cowork about supported Sunrise Credit Union - Personal Banking (Canada) transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Sunrise Credit Union - Personal Banking (Canada) account data through BankSync.

Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.

Claude Cowork Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from Sunrise Credit Union - Personal Banking (Canada)

Accounts

List the Sunrise Credit Union - Personal Banking (Canada) accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Sunrise Credit Union - Personal Banking (Canada) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Sunrise Credit Union - Personal Banking (Canada) accounts.

Holdings

View supported investment positions, quantities, and market values from Sunrise Credit Union - Personal Banking (Canada).

Trades

Access supported investment trade and activity history from Sunrise Credit Union - Personal Banking (Canada).

Loans

Check supported loan balances and provider-supplied liability details from Sunrise Credit Union - Personal Banking (Canada).

your finances, in the conversation

Ready to connect Claude Cowork to Sunrise Credit Union - Personal Banking (Canada)?

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Claude Cowork setup guideSunrise Credit Union - Personal Banking (Canada) detailsMCP tools reference

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Use Sunrise Credit Union - Personal Banking (Canada) with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Cowork

Institutions in the same market that Claude Cowork can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Sunrise Credit Union - Personal Banking (Canada). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.