Use Continue with Pershing Investments - NetXInvestor

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

United StatesIDEMCP Connected

Get Started Free Continue Setup Guide

How to connect Continue 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 Continue

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

Start querying

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

Continue MCP Configuration

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

Continue Config

mcpServers:
  - name: BankSync
    type: streamable-http
    url: https://mcp.banksync.io
    requestOptions:
      headers:
        X-API-Key: bsk_your_key_here

What Continue 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 Continue to Pershing Investments - NetXInvestor?

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

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Continue 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 Continue

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

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