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