Web401k
Use ChatGPT with Web401k
BankSync's MCP server can let ChatGPT query supported Web401k account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Web401k or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
United StatesDesktopMCP Connected
How to connect ChatGPT to Web401k
1
Search for Web401k in BankSync
Sign up for BankSync and, if Web401k is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
Configure ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
4
Start querying
Ask ChatGPT about supported Web401k transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported Web401k account data through BankSync.
ChatGPT Config
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from Web401k
Accounts
List the Web401k accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Web401k transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Web401k accounts.
Holdings
View supported investment positions, quantities, and market values from Web401k.
Trades
Access supported investment trade and activity history from Web401k.
Loans
Check supported loan balances and provider-supplied liability details from Web401k.
your finances, in the conversation
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BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Web401k. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.