BankSync's MCP server connects Claude Cowork to Primerica NetXInvestor, 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 Primerica NetXInvestor account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about your Primerica NetXInvestor transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Primerica NetXInvestor data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Primerica NetXInvestor transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Primerica NetXInvestor accounts.
List all checking, savings, and investment accounts linked through Primerica NetXInvestor.
View investment positions, quantities, and market values from Primerica NetXInvestor brokerage accounts.
Access buy/sell/dividend transactions from your Primerica NetXInvestor investment accounts.
Check outstanding balances, interest rates, and payment schedules for Primerica NetXInvestor loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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