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