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