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