BankSync's MCP server connects Claude Cowork to NBT 401k (Plan Participant), 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 NBT 401k (Plan Participant) account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about your NBT 401k (Plan Participant) transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your NBT 401k (Plan Participant) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query NBT 401k (Plan Participant) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your NBT 401k (Plan Participant) accounts.
List all checking, savings, and investment accounts linked through NBT 401k (Plan Participant).
View investment positions, quantities, and market values from NBT 401k (Plan Participant) brokerage accounts.
Access buy/sell/dividend transactions from your NBT 401k (Plan Participant) investment accounts.
Check outstanding balances, interest rates, and payment schedules for NBT 401k (Plan Participant) loans.
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