Use Claude Code with The Union Bank
BankSync's MCP server can let Claude Code query supported The Union Bank 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 The Union Bank or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to The Union Bank
Search for The Union Bank in BankSync
Sign up for BankSync and, if The Union Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported The Union Bank transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported The Union Bank 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 mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from The Union Bank
Accounts
List the The Union Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported The Union Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported The Union Bank accounts.
Holdings
View supported investment positions, quantities, and market values from The Union Bank.
Trades
Access supported investment trade and activity history from The Union Bank.
Loans
Check supported loan balances and provider-supplied liability details from The Union Bank.
Ready to connect Claude Code to The Union Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use The Union Bank with another agent
The same BankSync MCP server and API key work with every one of these.
- Use The Union Bank with ChatGPTOpenAI
- Use The Union Bank with Claude CoworkAnthropic
- Use The Union Bank with Claude DesktopAnthropic
- Use The Union Bank with CursorAnysphere
- Use The Union Bank with GeminiGoogle
- Use The Union Bank with GrokxAI
- Use The Union Bank with Hermes AgentNousResearch
- Use The Union Bank with Meta MuseMeta
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Chase with Claude Code🇺🇸 United States
- Use American Express with Claude Code🇺🇸 United States
- Use Capital One with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or The Union Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.