BankSync's MCP server connects Claude Desktop to ScholarShare - California 529 College Savings, 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 ScholarShare - California 529 College Savings 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 ScholarShare - California 529 College Savings transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your ScholarShare - California 529 College Savings data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query ScholarShare - California 529 College Savings transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your ScholarShare - California 529 College Savings accounts.
List all checking, savings, and investment accounts linked through ScholarShare - California 529 College Savings.
View investment positions, quantities, and market values from ScholarShare - California 529 College Savings brokerage accounts.
Access buy/sell/dividend transactions from your ScholarShare - California 529 College Savings investment accounts.
Check outstanding balances, interest rates, and payment schedules for ScholarShare - California 529 College Savings loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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