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