Use Claude Code with Plan Destination (now The Newport Group)
BankSync's MCP server can let Claude Code query supported Plan Destination (now The Newport Group) account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Plan Destination (now The Newport Group) or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Plan Destination (now The Newport Group)
Search for Plan Destination (now The Newport Group) in BankSync
Sign up for BankSync and, if Plan Destination (now The Newport Group) is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Plan Destination (now The Newport Group) transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Plan Destination (now The Newport Group) account data through BankSync.
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.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from Plan Destination (now The Newport Group)
Accounts
List the Plan Destination (now The Newport Group) accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Plan Destination (now The Newport Group) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Plan Destination (now The Newport Group) accounts.
Holdings
View supported investment positions, quantities, and market values from Plan Destination (now The Newport Group).
Trades
Access supported investment trade and activity history from Plan Destination (now The Newport Group).
Loans
Check supported loan balances and provider-supplied liability details from Plan Destination (now The Newport Group).
Ready to connect Claude Code to Plan Destination (now The Newport Group)?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Plan Destination (now The Newport Group) with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Plan Destination (now The Newport Group) with ChatGPTOpenAI
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- Use Plan Destination (now The Newport Group) with Claude DesktopAnthropic
- Use Plan Destination (now The Newport Group) with CursorAnysphere
- Use Plan Destination (now The Newport Group) with GeminiGoogle
- Use Plan Destination (now The Newport Group) with GrokxAI
- Use Plan Destination (now The Newport Group) with Hermes AgentNousResearch
- Use Plan Destination (now The Newport Group) with Meta MuseMeta
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
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- Use Capital One with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Plan Destination (now The Newport Group). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.