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