Nerdwallet
Raycast logo
Raycast

Use Raycast with Nerdwallet

BankSync's MCP server can let Raycast 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 Raycast. Names are used only to describe potential account-data coverage and client compatibility.

United StatesDesktopMCP Connected

How to connect Raycast to Nerdwallet

Creating a BankSync API key for an AI agent

one key, every agent

1

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.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Raycast

Add the BankSync MCP server to Raycast using your API key. Follow our Raycast setup guide for step-by-step instructions.

4

Start querying

Ask Raycast about supported Nerdwallet transactions, balances, and more using natural language.

Raycast MCP Configuration

Add this configuration to let Raycast query supported Nerdwallet account data through BankSync.

Raycast Config
{
  "command": "npx",
  "args": ["-y", "@banksync/mcp"],
  "env": {
    "BANKSYNC_API_KEY": "bsk_your_key_here"
  },
  "type": "stdio"
}

What Raycast 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.

your finances, in the conversation

Ready to connect Raycast 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 Raycast or Nerdwallet. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.

Raycast Access to Supported Nerdwallet Account Data | BankSync