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