BankSync's MCP server connects Claude Code to Voya Retirement - CIRS 401k, 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 - CIRS 401k account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Voya Retirement - CIRS 401k transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Voya Retirement - CIRS 401k data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Voya Retirement - CIRS 401k transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Voya Retirement - CIRS 401k accounts.
List all checking, savings, and investment accounts linked through Voya Retirement - CIRS 401k.
View investment positions, quantities, and market values from Voya Retirement - CIRS 401k brokerage accounts.
Access buy/sell/dividend transactions from your Voya Retirement - CIRS 401k investment accounts.
Check outstanding balances, interest rates, and payment schedules for Voya Retirement - CIRS 401k loans.
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