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