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