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