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