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