Texas College Savings Plan
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Claude Code

Use Claude Code with Texas College Savings Plan

BankSync's MCP server can let Claude Code query supported Texas College Savings Plan 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 Texas College Savings Plan or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.

United StatesTerminalMCP Connected

How to connect Claude Code to Texas College Savings Plan

1

Search for Texas College Savings Plan in BankSync

Sign up for BankSync and, if Texas College Savings Plan is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Claude Code

Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.

4

Start querying

Ask Claude Code about supported Texas College Savings Plan transactions, balances, and more using natural language.

Claude Code MCP Configuration

Add this configuration to let Claude Code query supported Texas College Savings Plan account data through BankSync.

Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.

Terminal
claude mcp add --transport http banksync https://mcp.banksync.io \
  --header "X-API-Key: bsk_your_key_here"

What Claude Code can access from Texas College Savings Plan

Accounts

List the Texas College Savings Plan accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Texas College Savings Plan transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Texas College Savings Plan accounts.

Holdings

View supported investment positions, quantities, and market values from Texas College Savings Plan.

Trades

Access supported investment trade and activity history from Texas College Savings Plan.

Loans

Check supported loan balances and provider-supplied liability details from Texas College Savings Plan.

your finances, in the conversation

Ready to connect Claude Code to Texas College Savings Plan?

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 Code or Texas College Savings Plan. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.