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