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BankSync
ScholarShare - California 529 College Savings
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Claude Code

Use Claude Code with ScholarShare - California 529 College Savings

BankSync's MCP server can let Claude Code query supported ScholarShare - California 529 College Savings 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 ScholarShare - California 529 College Savings or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started FreeClaude Code Setup Guide

How to connect Claude Code to ScholarShare - California 529 College Savings

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for ScholarShare - California 529 College Savings in BankSync

Sign up for BankSync and, if ScholarShare - California 529 College Savings is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Add BankSync to Claude Code

Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.

3

Sign in with OAuth

Claude Code opens a browser window to sign in to BankSync. No API key needed.

4

Start querying

Ask Claude Code about supported ScholarShare - California 529 College Savings transactions, balances, and more using natural language.

Claude Code MCP Configuration

Add this configuration to let Claude Code query supported ScholarShare - California 529 College Savings 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.

Terminal
claude mcp add --transport http banksync https://mcp.banksync.io

What Claude Code can access from ScholarShare - California 529 College Savings

Accounts

List the ScholarShare - California 529 College Savings accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported ScholarShare - California 529 College Savings transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported ScholarShare - California 529 College Savings accounts.

Holdings

View supported investment positions, quantities, and market values from ScholarShare - California 529 College Savings.

Trades

Access supported investment trade and activity history from ScholarShare - California 529 College Savings.

Loans

Check supported loan balances and provider-supplied liability details from ScholarShare - California 529 College Savings.

Ready to connect Claude Code to ScholarShare - California 529 College Savings?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Code setup guideScholarShare - California 529 College Savings detailsMCP tools reference

Use ScholarShare - California 529 College Savings with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Code

Institutions in the same market that Claude Code can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or ScholarShare - California 529 College Savings. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.