BankSync's MCP server connects Claude Code to CHET Advisor 529, 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 CHET Advisor 529 account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your CHET Advisor 529 transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your CHET Advisor 529 data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query CHET Advisor 529 transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your CHET Advisor 529 accounts.
List all checking, savings, and investment accounts linked through CHET Advisor 529.
View investment positions, quantities, and market values from CHET Advisor 529 brokerage accounts.
Access buy/sell/dividend transactions from your CHET Advisor 529 investment accounts.
Check outstanding balances, interest rates, and payment schedules for CHET Advisor 529 loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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