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