BankSync's MCP server connects Claude Cowork to Ameritas - Wealthscape Investor, 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 Ameritas - Wealthscape Investor account through our secure connection.
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 Ameritas - Wealthscape Investor transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Ameritas - Wealthscape Investor 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"
}
}
}
}Query Ameritas - Wealthscape Investor transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Ameritas - Wealthscape Investor accounts.
List all checking, savings, and investment accounts linked through Ameritas - Wealthscape Investor.
View investment positions, quantities, and market values from Ameritas - Wealthscape Investor brokerage accounts.
Access buy/sell/dividend transactions from your Ameritas - Wealthscape Investor investment accounts.
Check outstanding balances, interest rates, and payment schedules for Ameritas - Wealthscape Investor loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Ameritas - Wealthscape Investor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.