Use Claude Code with Nationwide - Retirement
BankSync's MCP server can let Claude Code query supported Nationwide - Retirement 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 Nationwide - Retirement or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Nationwide - Retirement
one key, every agent
Search for Nationwide - Retirement in BankSync
Sign up for BankSync and, if Nationwide - Retirement is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Start querying
Ask Claude Code about supported Nationwide - Retirement transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Nationwide - Retirement account data through BankSync.
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.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Nationwide - Retirement
Accounts
List the Nationwide - Retirement accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Nationwide - Retirement transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Nationwide - Retirement accounts.
Holdings
View supported investment positions, quantities, and market values from Nationwide - Retirement.
Trades
Access supported investment trade and activity history from Nationwide - Retirement.
Loans
Check supported loan balances and provider-supplied liability details from Nationwide - Retirement.
Ready to connect Claude Code to Nationwide - Retirement?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Use Nationwide - Retirement with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Franklin Savings Bank (ME) - Business with Claude Code🇺🇸 United States
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- Use TrustCo Bank with Claude Code🇺🇸 United States
- Use American Community Bank & Trust - Commercial with Claude Code🇺🇸 United States
- Use Caltech Employees Federal Credit Union with Claude Code🇺🇸 United States
- Use Keystone Savings Bank with Claude Code🇺🇸 United States
- Use Bangor Savings Bank - Employees with Claude Code🇺🇸 United States
- Use Wood County National Bank with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Nationwide - Retirement. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.