Use Claude Cowork with Creative Planning - Retirement Planning

BankSync's MCP server can let Claude Cowork query supported Creative Planning - Retirement Planning 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 Creative Planning - Retirement Planning or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to Creative Planning - Retirement Planning

Creating a BankSync API key for an AI agent — one key, every agent

Search for Creative Planning - Retirement Planning in BankSync

Sign up for BankSync and, if Creative Planning - Retirement Planning 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 Cowork

Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.

Start querying

Ask Claude Cowork about supported Creative Planning - Retirement Planning transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Creative Planning - Retirement Planning account data through BankSync.

Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from Creative Planning - Retirement Planning

Accounts

List the Creative Planning - Retirement Planning accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Creative Planning - Retirement Planning transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Creative Planning - Retirement Planning accounts.

Holdings

View supported investment positions, quantities, and market values from Creative Planning - Retirement Planning.

Trades

Access supported investment trade and activity history from Creative Planning - Retirement Planning.

Loans

Check supported loan balances and provider-supplied liability details from Creative Planning - Retirement Planning.

Ready to connect Claude Cowork to Creative Planning - Retirement Planning?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Cowork setup guide Creative Planning - Retirement Planning details MCP tools reference

Use Creative Planning - Retirement Planning with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Cowork

Institutions in the same market that Claude Cowork can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Creative Planning - Retirement Planning. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.