Use Windsurf with Nerdwallet
BankSync's MCP server can let Windsurf 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 Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf 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 Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported Nerdwallet transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported Nerdwallet account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf 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 Windsurf to Nerdwallet?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Other banks you can use with Windsurf
Institutions in the same market that Windsurf can query through BankSync MCP.
- Use Elements Financial FCU with Windsurf🇺🇸 United States
- Use TrustCo Bank with Windsurf🇺🇸 United States
- Use American Community Bank & Trust - Commercial with Windsurf🇺🇸 United States
- Use Caltech Employees Federal Credit Union with Windsurf🇺🇸 United States
- Use Keystone Savings Bank with Windsurf🇺🇸 United States
- Use Bangor Savings Bank - Employees with Windsurf🇺🇸 United States
- Use Wood County National Bank with Windsurf🇺🇸 United States
- Use Waukesha State Bank - Business with Windsurf🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Windsurf or Nerdwallet. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.