BankSync's MCP server connects Claude Code to SMS Retirement, 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 SMS Retirement 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 SMS Retirement transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your SMS Retirement data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query SMS Retirement transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your SMS Retirement accounts.
List all checking, savings, and investment accounts linked through SMS Retirement.
View investment positions, quantities, and market values from SMS Retirement brokerage accounts.
Access buy/sell/dividend transactions from your SMS Retirement investment accounts.
Check outstanding balances, interest rates, and payment schedules for SMS Retirement loans.
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