Use ChatGPT with Northwestern Mutual
BankSync's MCP server connects ChatGPT to Northwestern Mutual, 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.
How to connect ChatGPT to Northwestern Mutual
Connect Northwestern Mutual to BankSync
Sign up for BankSync and securely link your Northwestern Mutual account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Start querying
Ask ChatGPT about your Northwestern Mutual transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to connect ChatGPT to your Northwestern Mutual data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from Northwestern Mutual
Transactions
Query Northwestern Mutual transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Northwestern Mutual accounts.
Accounts
List all checking, savings, and investment accounts linked through Northwestern Mutual.
Holdings
View investment positions, quantities, and market values from Northwestern Mutual brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Northwestern Mutual investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Northwestern Mutual loans.
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Northwestern Mutual. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.