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