Use Claude Cowork with Nationwide - Retirement
BankSync's MCP server can let Claude Cowork 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 Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork 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 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 supported Nationwide - Retirement transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork 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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork 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 Cowork 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
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Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
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- Use Wood County National Bank with Claude Cowork🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Nationwide - Retirement. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.