BankSync's MCP server connects VS Code Copilot 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 VS Code Copilot using your API key. Follow our VS Code Copilot setup guide for step-by-step instructions.
Ask VS Code Copilot about your AAAA Benefits - Retirement Plans transactions, balances, and more using natural language.
Add this configuration to connect VS Code Copilot 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.
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