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