BankSync's MCP server connects Claude Code to SD advantage Retirement Solutions - Participant, 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 SD advantage Retirement Solutions - Participant account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your SD advantage Retirement Solutions - Participant transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your SD advantage Retirement Solutions - Participant data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query SD advantage Retirement Solutions - Participant transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your SD advantage Retirement Solutions - Participant accounts.
List all checking, savings, and investment accounts linked through SD advantage Retirement Solutions - Participant.
View investment positions, quantities, and market values from SD advantage Retirement Solutions - Participant brokerage accounts.
Access buy/sell/dividend transactions from your SD advantage Retirement Solutions - Participant investment accounts.
Check outstanding balances, interest rates, and payment schedules for SD advantage Retirement Solutions - Participant loans.
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