BankSync's MCP server connects Claude Desktop to Union Savings Bank (Personal Banking) - 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 Savings Bank (Personal Banking) - 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 Savings Bank (Personal Banking) - Personal transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Union Savings Bank (Personal Banking) - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Union Savings Bank (Personal Banking) - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Union Savings Bank (Personal Banking) - Personal accounts.
List all checking, savings, and investment accounts linked through Union Savings Bank (Personal Banking) - Personal.
View investment positions, quantities, and market values from Union Savings Bank (Personal Banking) - Personal brokerage accounts.
Access buy/sell/dividend transactions from your Union Savings Bank (Personal Banking) - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for Union Savings Bank (Personal Banking) - Personal loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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