BankSync's MCP server connects Claude Cowork to UNITED COMMUNITY CREDIT UNION, 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 COMMUNITY CREDIT UNION account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about your UNITED COMMUNITY CREDIT UNION transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your UNITED COMMUNITY CREDIT UNION data.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query UNITED COMMUNITY CREDIT UNION transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your UNITED COMMUNITY CREDIT UNION accounts.
List all checking, savings, and investment accounts linked through UNITED COMMUNITY CREDIT UNION.
View investment positions, quantities, and market values from UNITED COMMUNITY CREDIT UNION brokerage accounts.
Access buy/sell/dividend transactions from your UNITED COMMUNITY CREDIT UNION investment accounts.
Check outstanding balances, interest rates, and payment schedules for UNITED COMMUNITY CREDIT UNION loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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