BankSync's MCP server connects Claude Desktop to Nationwide - Retirement, 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 Nationwide - Retirement account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your Nationwide - Retirement transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Nationwide - Retirement data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Nationwide - Retirement transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Nationwide - Retirement accounts.
List all checking, savings, and investment accounts linked through Nationwide - Retirement.
View investment positions, quantities, and market values from Nationwide - Retirement brokerage accounts.
Access buy/sell/dividend transactions from your Nationwide - Retirement investment accounts.
Check outstanding balances, interest rates, and payment schedules for Nationwide - Retirement loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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