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