BankSync's MCP server connects ChatGPT to Westerra Credit Union - Personal, 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 Westerra Credit Union - Personal account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your Westerra Credit Union - Personal transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your Westerra Credit Union - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Westerra Credit Union - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Westerra Credit Union - Personal accounts.
List all checking, savings, and investment accounts linked through Westerra Credit Union - Personal.
View investment positions, quantities, and market values from Westerra Credit Union - Personal brokerage accounts.
Access buy/sell/dividend transactions from your Westerra Credit Union - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for Westerra Credit Union - Personal loans.
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