BankSync's MCP server connects Claude Desktop to U. P. Connection FCU, 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 U. P. Connection FCU 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 U. P. Connection FCU transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your U. P. Connection FCU data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query U. P. Connection FCU transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your U. P. Connection FCU accounts.
List all checking, savings, and investment accounts linked through U. P. Connection FCU.
View investment positions, quantities, and market values from U. P. Connection FCU brokerage accounts.
Access buy/sell/dividend transactions from your U. P. Connection FCU investment accounts.
Check outstanding balances, interest rates, and payment schedules for U. P. Connection FCU loans.
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