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