BankSync's MCP server connects Claude Cowork to Serco Inc. 401(k) Retirement 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 Serco Inc. 401(k) Retirement Plan account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about your Serco Inc. 401(k) Retirement Plan transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Serco Inc. 401(k) Retirement Plan data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Serco Inc. 401(k) Retirement Plan transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Serco Inc. 401(k) Retirement Plan accounts.
List all checking, savings, and investment accounts linked through Serco Inc. 401(k) Retirement Plan.
View investment positions, quantities, and market values from Serco Inc. 401(k) Retirement Plan brokerage accounts.
Access buy/sell/dividend transactions from your Serco Inc. 401(k) Retirement Plan investment accounts.
Check outstanding balances, interest rates, and payment schedules for Serco Inc. 401(k) Retirement Plan loans.
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