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