Use Claude Code with Letort Trust - Retirement Access

BankSync's MCP server connects Claude Code to Letort Trust - Retirement 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.

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Get Started Free Claude Code Setup Guide

How to connect Claude Code to Letort Trust - Retirement Access

Connect Letort Trust - Retirement Access to BankSync

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

Configure Claude Code

Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.

Start querying

Ask Claude Code about your Letort Trust - Retirement Access transactions, balances, and more using natural language.

Claude Code MCP Configuration

Add this configuration to connect Claude Code to your Letort Trust - Retirement Access data.

Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.

Terminal

claude mcp add --transport http banksync https://mcp.banksync.io \
  --header "X-API-Key: bsk_your_key_here"

What Claude Code can access from Letort Trust - Retirement Access

Transactions

Query Letort Trust - Retirement Access transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your Letort Trust - Retirement Access accounts.

Accounts

List all checking, savings, and investment accounts linked through Letort Trust - Retirement Access.

Holdings

View investment positions, quantities, and market values from Letort Trust - Retirement Access brokerage accounts.

Trades

Access buy/sell/dividend transactions from your Letort Trust - Retirement Access investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for Letort Trust - Retirement Access loans.

Ready to connect Claude Code to Letort Trust - Retirement Access?

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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Letort Trust - Retirement Access. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.