Use Claude Desktop with Sure401k
BankSync's MCP server can let Claude Desktop query supported Sure401k account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Sure401k or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Sure401k
Search for Sure401k in BankSync
Sign up for BankSync and, if Sure401k is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about supported Sure401k transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Sure401k account data through BankSync.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Sure401k
Accounts
List the Sure401k accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Sure401k transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Sure401k accounts.
Holdings
View supported investment positions, quantities, and market values from Sure401k.
Trades
Access supported investment trade and activity history from Sure401k.
Loans
Check supported loan balances and provider-supplied liability details from Sure401k.
Ready to connect Claude Desktop to Sure401k?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Sure401k. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.