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