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