Voya Retirement - Ball 401k
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Claude Cowork

Use Claude Cowork with Voya Retirement - Ball 401k

BankSync's MCP server can let Claude Cowork query supported Voya Retirement - Ball 401k 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 Voya Retirement - Ball 401k or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

United StatesPlatformMCP Connected

How to connect Claude Cowork to Voya Retirement - Ball 401k

Creating a BankSync API key for an AI agent

one key, every agent

1

Search for Voya Retirement - Ball 401k in BankSync

Sign up for BankSync and, if Voya Retirement - Ball 401k 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 Cowork

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

4

Start querying

Ask Claude Cowork about supported Voya Retirement - Ball 401k transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Voya Retirement - Ball 401k 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 Cowork Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from Voya Retirement - Ball 401k

Accounts

List the Voya Retirement - Ball 401k accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Voya Retirement - Ball 401k transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Voya Retirement - Ball 401k accounts.

Holdings

View supported investment positions, quantities, and market values from Voya Retirement - Ball 401k.

Trades

Access supported investment trade and activity history from Voya Retirement - Ball 401k.

Loans

Check supported loan balances and provider-supplied liability details from Voya Retirement - Ball 401k.

your finances, in the conversation

Ready to connect Claude Cowork to Voya Retirement - Ball 401k?

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 Cowork or Voya Retirement - Ball 401k. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.