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