BankSync's MCP server connects Claude Code to Litman Gregory Masters Funds, 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 Litman Gregory Masters Funds account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Litman Gregory Masters Funds transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Litman Gregory Masters Funds data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Litman Gregory Masters Funds transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Litman Gregory Masters Funds accounts.
List all checking, savings, and investment accounts linked through Litman Gregory Masters Funds.
View investment positions, quantities, and market values from Litman Gregory Masters Funds brokerage accounts.
Access buy/sell/dividend transactions from your Litman Gregory Masters Funds investment accounts.
Check outstanding balances, interest rates, and payment schedules for Litman Gregory Masters Funds loans.
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