BankSync's MCP server connects Tabnine to Sure401k, 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 Sure401k account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Tabnine using your API key. Follow our Tabnine setup guide for step-by-step instructions.
Ask Tabnine about your Sure401k transactions, balances, and more using natural language.
Add this configuration to connect Tabnine to your Sure401k data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"requestInit": {
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}
}Query Sure401k transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Sure401k accounts.
List all checking, savings, and investment accounts linked through Sure401k.
View investment positions, quantities, and market values from Sure401k brokerage accounts.
Access buy/sell/dividend transactions from your Sure401k investment accounts.
Check outstanding balances, interest rates, and payment schedules for Sure401k loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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