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