Use Claude Desktop with CollegeInvest Stable Value Plus
BankSync's MCP server can let Claude Desktop query supported CollegeInvest Stable Value Plus 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 CollegeInvest Stable Value Plus or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to CollegeInvest Stable Value Plus
Search for CollegeInvest Stable Value Plus in BankSync
Sign up for BankSync and, if CollegeInvest Stable Value Plus 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 Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about supported CollegeInvest Stable Value Plus transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported CollegeInvest Stable Value Plus account data through BankSync.
One-click install for the Claude Desktop app
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"
}
}
}
}What Claude Desktop can access from CollegeInvest Stable Value Plus
Accounts
List the CollegeInvest Stable Value Plus accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported CollegeInvest Stable Value Plus transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported CollegeInvest Stable Value Plus accounts.
Holdings
View supported investment positions, quantities, and market values from CollegeInvest Stable Value Plus.
Trades
Access supported investment trade and activity history from CollegeInvest Stable Value Plus.
Loans
Check supported loan balances and provider-supplied liability details from CollegeInvest Stable Value Plus.
Ready to connect Claude Desktop to CollegeInvest Stable Value Plus?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or CollegeInvest Stable Value Plus. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.