BankSync's MCP server connects Copilot CLI to AAAA Benefits - Retirement Plans, 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 AAAA Benefits - Retirement Plans account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Ask Copilot CLI about your AAAA Benefits - Retirement Plans transactions, balances, and more using natural language.
Add this configuration to connect Copilot CLI to your AAAA Benefits - Retirement Plans data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query AAAA Benefits - Retirement Plans transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your AAAA Benefits - Retirement Plans accounts.
List all checking, savings, and investment accounts linked through AAAA Benefits - Retirement Plans.
View investment positions, quantities, and market values from AAAA Benefits - Retirement Plans brokerage accounts.
Access buy/sell/dividend transactions from your AAAA Benefits - Retirement Plans investment accounts.
Check outstanding balances, interest rates, and payment schedules for AAAA Benefits - Retirement Plans loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started Free