BankSync's MCP server connects Claude Cowork to Ohio Tuition Trust - College Advantage 529 Saving Plan, 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 Ohio Tuition Trust - College Advantage 529 Saving Plan 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 Ohio Tuition Trust - College Advantage 529 Saving Plan transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Ohio Tuition Trust - College Advantage 529 Saving Plan data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Ohio Tuition Trust - College Advantage 529 Saving Plan transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Ohio Tuition Trust - College Advantage 529 Saving Plan accounts.
List all checking, savings, and investment accounts linked through Ohio Tuition Trust - College Advantage 529 Saving Plan.
View investment positions, quantities, and market values from Ohio Tuition Trust - College Advantage 529 Saving Plan brokerage accounts.
Access buy/sell/dividend transactions from your Ohio Tuition Trust - College Advantage 529 Saving Plan investment accounts.
Check outstanding balances, interest rates, and payment schedules for Ohio Tuition Trust - College Advantage 529 Saving Plan loans.
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