Use Codex with Nerdwallet
BankSync's MCP server can let Codex query supported Nerdwallet 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 Nerdwallet or Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to Nerdwallet
one key, every agent
Search for Nerdwallet in BankSync
Sign up for BankSync and, if Nerdwallet 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 Codex
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Start querying
Ask Codex about supported Nerdwallet transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported Nerdwallet account data through BankSync.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"What Codex can access from Nerdwallet
Accounts
List the Nerdwallet accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Nerdwallet transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Nerdwallet accounts.
Holdings
View supported investment positions, quantities, and market values from Nerdwallet.
Trades
Access supported investment trade and activity history from Nerdwallet.
Loans
Check supported loan balances and provider-supplied liability details from Nerdwallet.
Ready to connect Codex to Nerdwallet?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Codex or Nerdwallet. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.