BankSync's MCP server connects Claude Code to EdFinancial Services - Federal Direct Loan Program (FDLP), 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 EdFinancial Services - Federal Direct Loan Program (FDLP) 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 EdFinancial Services - Federal Direct Loan Program (FDLP) transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your EdFinancial Services - Federal Direct Loan Program (FDLP) data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query EdFinancial Services - Federal Direct Loan Program (FDLP) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your EdFinancial Services - Federal Direct Loan Program (FDLP) accounts.
List all checking, savings, and investment accounts linked through EdFinancial Services - Federal Direct Loan Program (FDLP).
View investment positions, quantities, and market values from EdFinancial Services - Federal Direct Loan Program (FDLP) brokerage accounts.
Access buy/sell/dividend transactions from your EdFinancial Services - Federal Direct Loan Program (FDLP) investment accounts.
Check outstanding balances, interest rates, and payment schedules for EdFinancial Services - Federal Direct Loan Program (FDLP) loans.
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