BankSync's MCP server connects Claude Desktop to Olin Employee Ownership 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 Olin Employee Ownership Plan 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 Olin Employee Ownership Plan transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Olin Employee Ownership Plan data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Olin Employee Ownership Plan transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Olin Employee Ownership Plan accounts.
List all checking, savings, and investment accounts linked through Olin Employee Ownership Plan.
View investment positions, quantities, and market values from Olin Employee Ownership Plan brokerage accounts.
Access buy/sell/dividend transactions from your Olin Employee Ownership Plan investment accounts.
Check outstanding balances, interest rates, and payment schedules for Olin Employee Ownership Plan loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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