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