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