BankSync's MCP server connects ChatGPT to Retirement Strategies 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 Retirement Strategies Group account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your Retirement Strategies Group transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your Retirement Strategies Group data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Retirement Strategies Group transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Retirement Strategies Group accounts.
List all checking, savings, and investment accounts linked through Retirement Strategies Group.
View investment positions, quantities, and market values from Retirement Strategies Group brokerage accounts.
Access buy/sell/dividend transactions from your Retirement Strategies Group investment accounts.
Check outstanding balances, interest rates, and payment schedules for Retirement Strategies Group loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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