BankSync's MCP server connects Claude Desktop to Cor Clearing (Retirement), 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 Cor Clearing (Retirement) account through Plaid.
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 Cor Clearing (Retirement) transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Cor Clearing (Retirement) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Cor Clearing (Retirement) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Cor Clearing (Retirement) accounts.
List all checking, savings, and investment accounts linked through Cor Clearing (Retirement).
View investment positions, quantities, and market values from Cor Clearing (Retirement) brokerage accounts.
Access buy/sell/dividend transactions from your Cor Clearing (Retirement) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Cor Clearing (Retirement) loans.
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