BankSync's MCP server can let Claude Desktop query supported Union Bank & Trust - Credit Cards account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Union Bank & Trust - Credit Cards or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Union Bank & Trust - Credit Cards is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Union Bank & Trust - Credit Cards transactions, balances, and more using natural language.
Add this configuration to let Claude Desktop query supported Union Bank & Trust - Credit Cards account data through BankSync.
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}List the Union Bank & Trust - Credit Cards accounts connected through BankSync and visible to the API key scopes you grant.
Query supported Union Bank & Trust - Credit Cards transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Get current and available balances for supported Union Bank & Trust - Credit Cards accounts.
View supported investment positions, quantities, and market values from Union Bank & Trust - Credit Cards.
Access supported investment trade and activity history from Union Bank & Trust - Credit Cards.
Check supported loan balances and provider-supplied liability details from Union Bank & Trust - Credit Cards.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Union Bank & Trust - Credit Cards. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.