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