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