BankSync's MCP server connects Claude Code to MI 529 Advisor, 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 MI 529 Advisor account through our secure connection.
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 MI 529 Advisor transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your MI 529 Advisor 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.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query MI 529 Advisor transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your MI 529 Advisor accounts.
List all checking, savings, and investment accounts linked through MI 529 Advisor.
View investment positions, quantities, and market values from MI 529 Advisor brokerage accounts.
Access buy/sell/dividend transactions from your MI 529 Advisor investment accounts.
Check outstanding balances, interest rates, and payment schedules for MI 529 Advisor loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or MI 529 Advisor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.