Use Claude Cowork with CHET Advisor 529
BankSync's MCP server can let Claude Cowork query supported CHET Advisor 529 account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with CHET Advisor 529 or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to CHET Advisor 529
Search for CHET Advisor 529 in BankSync
Sign up for BankSync and, if CHET Advisor 529 is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported CHET Advisor 529 transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported CHET Advisor 529 account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from CHET Advisor 529
Accounts
List the CHET Advisor 529 accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported CHET Advisor 529 transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported CHET Advisor 529 accounts.
Holdings
View supported investment positions, quantities, and market values from CHET Advisor 529.
Trades
Access supported investment trade and activity history from CHET Advisor 529.
Loans
Check supported loan balances and provider-supplied liability details from CHET Advisor 529.
Ready to connect Claude Cowork to CHET Advisor 529?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use CHET Advisor 529 with another agent
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or CHET Advisor 529. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.