BankSync's MCP server connects Claude Cowork to Voya Retirement - Calpers Supplemental Income 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 Voya Retirement - Calpers Supplemental Income Plans 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 Voya Retirement - Calpers Supplemental Income Plans transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Voya Retirement - Calpers Supplemental Income Plans data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Voya Retirement - Calpers Supplemental Income Plans transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Voya Retirement - Calpers Supplemental Income Plans accounts.
List all checking, savings, and investment accounts linked through Voya Retirement - Calpers Supplemental Income Plans.
View investment positions, quantities, and market values from Voya Retirement - Calpers Supplemental Income Plans brokerage accounts.
Access buy/sell/dividend transactions from your Voya Retirement - Calpers Supplemental Income Plans investment accounts.
Check outstanding balances, interest rates, and payment schedules for Voya Retirement - Calpers Supplemental Income Plans loans.
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