BankSync's MCP server connects Claude Cowork to U.P. State 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 U.P. State 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 U.P. State Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your U.P. State 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 U.P. State Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your U.P. State Credit Union accounts.
List all checking, savings, and investment accounts linked through U.P. State Credit Union.
View investment positions, quantities, and market values from U.P. State Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your U.P. State Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for U.P. State Credit Union loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or U.P. State Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.