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