Use Claude Desktop with Pershing Investments - NetXInvestor

BankSync's MCP server can let Claude Desktop 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 Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Desktop Setup Guide

How to connect Claude Desktop 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 Desktop

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

Start querying

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

Claude Desktop MCP Configuration

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

One-click install for the Claude Desktop app

Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.

Download banksync-mcp.mcpb

Claude Desktop Config

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

What Claude Desktop 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 Desktop to Pershing Investments - NetXInvestor?

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Claude Desktop 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 Desktop

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

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop 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.