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