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