BankSync's MCP server connects Claude Code to Pennsylvania 529 Investment 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 Pennsylvania 529 Investment Plan account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Pennsylvania 529 Investment Plan transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Pennsylvania 529 Investment Plan data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Pennsylvania 529 Investment Plan transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Pennsylvania 529 Investment Plan accounts.
List all checking, savings, and investment accounts linked through Pennsylvania 529 Investment Plan.
View investment positions, quantities, and market values from Pennsylvania 529 Investment Plan brokerage accounts.
Access buy/sell/dividend transactions from your Pennsylvania 529 Investment Plan investment accounts.
Check outstanding balances, interest rates, and payment schedules for Pennsylvania 529 Investment Plan loans.
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