Use Claude Code with The Education Plan
BankSync's MCP server can let Claude Code query supported The Education 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 The Education Plan or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to The Education Plan
Search for The Education Plan in BankSync
Sign up for BankSync and, if The Education Plan is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported The Education Plan transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported The Education 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.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from The Education Plan
Accounts
List the The Education Plan accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported The Education Plan transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported The Education Plan accounts.
Holdings
View supported investment positions, quantities, and market values from The Education Plan.
Trades
Access supported investment trade and activity history from The Education Plan.
Loans
Check supported loan balances and provider-supplied liability details from The Education Plan.
Ready to connect Claude Code to The Education Plan?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use The Education Plan with another agent
The same BankSync MCP server and API key work with every one of these.
- Use The Education Plan with ChatGPTOpenAI
- Use The Education Plan with Claude CoworkAnthropic
- Use The Education Plan with Claude DesktopAnthropic
- Use The Education Plan with CursorAnysphere
- Use The Education Plan with GeminiGoogle
- Use The Education Plan with GrokxAI
- Use The Education Plan with Hermes AgentNousResearch
- Use The Education Plan with Meta MuseMeta
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Chase with Claude Code🇺🇸 United States
- Use American Express with Claude Code🇺🇸 United States
- Use Capital One with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or The Education Plan. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.