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