BankSync's MCP server connects Claude Cowork to Path2College 529 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 Path2College 529 Plan account through our secure connection.
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 Path2College 529 Plan transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Path2College 529 Plan data.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Path2College 529 Plan transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Path2College 529 Plan accounts.
List all checking, savings, and investment accounts linked through Path2College 529 Plan.
View investment positions, quantities, and market values from Path2College 529 Plan brokerage accounts.
Access buy/sell/dividend transactions from your Path2College 529 Plan investment accounts.
Check outstanding balances, interest rates, and payment schedules for Path2College 529 Plan loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Path2College 529 Plan. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.