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