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