Use Claude Cowork with Pershing Investments - NetXInvestor

BankSync's MCP server can let Claude Cowork query supported Pershing Investments - NetXInvestor 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 Pershing Investments - NetXInvestor or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

United StatesPlatformMCP Connected

Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to Pershing Investments - NetXInvestor

Creating a BankSync API key for an AI agent — one key, every agent

Search for Pershing Investments - NetXInvestor in BankSync

Sign up for BankSync and, if Pershing Investments - NetXInvestor 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 Claude Cowork

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

Start querying

Ask Claude Cowork about supported Pershing Investments - NetXInvestor transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Pershing Investments - NetXInvestor account data through BankSync.

Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from Pershing Investments - NetXInvestor

Accounts

List the Pershing Investments - NetXInvestor accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Pershing Investments - NetXInvestor transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Pershing Investments - NetXInvestor accounts.

Holdings

View supported investment positions, quantities, and market values from Pershing Investments - NetXInvestor.

Trades

Access supported investment trade and activity history from Pershing Investments - NetXInvestor.

Loans

Check supported loan balances and provider-supplied liability details from Pershing Investments - NetXInvestor.

Ready to connect Claude Cowork to Pershing Investments - NetXInvestor?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

Start your free trial →

Claude Cowork setup guide Pershing Investments - NetXInvestor details MCP tools reference

Use Pershing Investments - NetXInvestor with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Cowork

Institutions in the same market that Claude Cowork can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Pershing Investments - NetXInvestor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.