BankSync's MCP server connects ChatGPT to SSgA Upromise 529 Plans, 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 SSgA Upromise 529 Plans account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your SSgA Upromise 529 Plans transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your SSgA Upromise 529 Plans data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query SSgA Upromise 529 Plans transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your SSgA Upromise 529 Plans accounts.
List all checking, savings, and investment accounts linked through SSgA Upromise 529 Plans.
View investment positions, quantities, and market values from SSgA Upromise 529 Plans brokerage accounts.
Access buy/sell/dividend transactions from your SSgA Upromise 529 Plans investment accounts.
Check outstanding balances, interest rates, and payment schedules for SSgA Upromise 529 Plans loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or SSgA Upromise 529 Plans. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.