BankSync's MCP server connects Cursor 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.
Sign up for BankSync and securely link your Northwestern Mutual account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Ask Cursor about your Northwestern Mutual transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Northwestern Mutual data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Northwestern Mutual transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Northwestern Mutual accounts.
List all checking, savings, and investment accounts linked through Northwestern Mutual.
View investment positions, quantities, and market values from Northwestern Mutual brokerage accounts.
Access buy/sell/dividend transactions from your Northwestern Mutual investment accounts.
Check outstanding balances, interest rates, and payment schedules for Northwestern Mutual loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Cursor or Northwestern Mutual. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.