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