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