BankSync's MCP server connects Claude Cowork to Whatcom Educational CU, 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 Whatcom Educational CU account through Plaid.
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 Whatcom Educational CU transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Whatcom Educational CU data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Whatcom Educational CU transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Whatcom Educational CU accounts.
List all checking, savings, and investment accounts linked through Whatcom Educational CU.
View investment positions, quantities, and market values from Whatcom Educational CU brokerage accounts.
Access buy/sell/dividend transactions from your Whatcom Educational CU investment accounts.
Check outstanding balances, interest rates, and payment schedules for Whatcom Educational CU loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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