Use Claude Cowork with Voya Retirement - Xerox
BankSync's MCP server connects Claude Cowork to Voya Retirement - Xerox, 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.
How to connect Claude Cowork to Voya Retirement - Xerox
Connect Voya Retirement - Xerox to BankSync
Sign up for BankSync and securely link your Voya Retirement - Xerox account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about your Voya Retirement - Xerox transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Voya Retirement - Xerox data.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from Voya Retirement - Xerox
Transactions
Query Voya Retirement - Xerox transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Voya Retirement - Xerox accounts.
Accounts
List all checking, savings, and investment accounts linked through Voya Retirement - Xerox.
Holdings
View investment positions, quantities, and market values from Voya Retirement - Xerox brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Voya Retirement - Xerox investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Voya Retirement - Xerox loans.
Ready to connect Claude Cowork to Voya Retirement - Xerox?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Voya Retirement - Xerox. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.