BankSync's MCP server connects Claude Code to United 1st 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 United 1st FCU account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your United 1st FCU transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your United 1st FCU data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query United 1st FCU transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your United 1st FCU accounts.
List all checking, savings, and investment accounts linked through United 1st FCU.
View investment positions, quantities, and market values from United 1st FCU brokerage accounts.
Access buy/sell/dividend transactions from your United 1st FCU investment accounts.
Check outstanding balances, interest rates, and payment schedules for United 1st FCU loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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