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