Use Codex with Pershing Investments - NetXInvestor
BankSync's MCP server can let Codex 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 Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to Pershing Investments - NetXInvestor
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 Codex
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Start querying
Ask Codex about supported Pershing Investments - NetXInvestor transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported Pershing Investments - NetXInvestor account data through BankSync.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"What Codex 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 Codex to Pershing Investments - NetXInvestor?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Pershing Investments - NetXInvestor with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Codex
Institutions in the same market that Codex can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Codex 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.