BankSync's MCP server connects Claude Cowork to New Mexico Educational Retirement Board, 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 New Mexico Educational Retirement Board 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 New Mexico Educational Retirement Board transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your New Mexico Educational Retirement Board data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query New Mexico Educational Retirement Board transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your New Mexico Educational Retirement Board accounts.
List all checking, savings, and investment accounts linked through New Mexico Educational Retirement Board.
View investment positions, quantities, and market values from New Mexico Educational Retirement Board brokerage accounts.
Access buy/sell/dividend transactions from your New Mexico Educational Retirement Board investment accounts.
Check outstanding balances, interest rates, and payment schedules for New Mexico Educational Retirement Board loans.
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