BankSync's MCP server connects Claude Desktop to Charles Schwab - Retirement Plan Center, 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 Charles Schwab - Retirement Plan Center account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your Charles Schwab - Retirement Plan Center transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Charles Schwab - Retirement Plan Center data.
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Charles Schwab - Retirement Plan Center transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Charles Schwab - Retirement Plan Center accounts.
List all checking, savings, and investment accounts linked through Charles Schwab - Retirement Plan Center.
View investment positions, quantities, and market values from Charles Schwab - Retirement Plan Center brokerage accounts.
Access buy/sell/dividend transactions from your Charles Schwab - Retirement Plan Center investment accounts.
Check outstanding balances, interest rates, and payment schedules for Charles Schwab - Retirement Plan Center loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Charles Schwab - Retirement Plan Center. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.