Use Claude Code with Voya Financial - Thomson Reuters

BankSync's MCP server connects Claude Code to Voya Financial - Thomson Reuters, 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.

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Get Started Free Claude Code Setup Guide

How to connect Claude Code to Voya Financial - Thomson Reuters

Connect Voya Financial - Thomson Reuters to BankSync

Generate an API key

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

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.

Start querying

Ask Claude Code about your Voya Financial - Thomson Reuters transactions, balances, and more using natural language.

Claude Code MCP Configuration

Add this configuration to connect Claude Code to your Voya Financial - Thomson Reuters data.

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 Voya Financial - Thomson Reuters

Transactions

Query Voya Financial - Thomson Reuters transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your Voya Financial - Thomson Reuters accounts.

Accounts

List all checking, savings, and investment accounts linked through Voya Financial - Thomson Reuters.

Holdings

View investment positions, quantities, and market values from Voya Financial - Thomson Reuters brokerage accounts.

Trades

Access buy/sell/dividend transactions from your Voya Financial - Thomson Reuters investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for Voya Financial - Thomson Reuters loans.

Ready to connect Claude Code to Voya Financial - Thomson Reuters?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Voya Financial - Thomson Reuters. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.