BankSync's MCP server connects Codex to New York's 529 College Savings Program, 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 York's 529 College Savings Program account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Ask Codex about your New York's 529 College Savings Program transactions, balances, and more using natural language.
Add this configuration to connect Codex to your New York's 529 College Savings Program data.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"Query New York's 529 College Savings Program transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your New York's 529 College Savings Program accounts.
List all checking, savings, and investment accounts linked through New York's 529 College Savings Program.
View investment positions, quantities, and market values from New York's 529 College Savings Program brokerage accounts.
Access buy/sell/dividend transactions from your New York's 529 College Savings Program investment accounts.
Check outstanding balances, interest rates, and payment schedules for New York's 529 College Savings Program loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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