BankSync's MCP server connects ChatGPT to DRS - Digital Retirement Solutions, 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 DRS - Digital Retirement Solutions account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your DRS - Digital Retirement Solutions transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your DRS - Digital Retirement Solutions data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query DRS - Digital Retirement Solutions transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your DRS - Digital Retirement Solutions accounts.
List all checking, savings, and investment accounts linked through DRS - Digital Retirement Solutions.
View investment positions, quantities, and market values from DRS - Digital Retirement Solutions brokerage accounts.
Access buy/sell/dividend transactions from your DRS - Digital Retirement Solutions investment accounts.
Check outstanding balances, interest rates, and payment schedules for DRS - Digital Retirement Solutions loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started Free