BankSync's MCP server connects Claude Cowork to Indiana 529 Advisor, 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 Indiana 529 Advisor account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about your Indiana 529 Advisor transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Indiana 529 Advisor data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Indiana 529 Advisor transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Indiana 529 Advisor accounts.
List all checking, savings, and investment accounts linked through Indiana 529 Advisor.
View investment positions, quantities, and market values from Indiana 529 Advisor brokerage accounts.
Access buy/sell/dividend transactions from your Indiana 529 Advisor investment accounts.
Check outstanding balances, interest rates, and payment schedules for Indiana 529 Advisor loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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