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