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