Use Continue with Primerica NetXInvestor
BankSync's MCP server can let Continue query supported Primerica 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 Primerica NetXInvestor or Continue. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Continue to Primerica NetXInvestor
one key, every agent
Search for Primerica NetXInvestor in BankSync
Sign up for BankSync and, if Primerica 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 Primerica NetXInvestor transactions, balances, and more using natural language.
Continue MCP Configuration
Add this configuration to let Continue query supported Primerica NetXInvestor account data through BankSync.
mcpServers:
- name: BankSync
type: streamable-http
url: https://mcp.banksync.io
requestOptions:
headers:
X-API-Key: bsk_your_key_hereWhat Continue can access from Primerica NetXInvestor
Accounts
List the Primerica NetXInvestor accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Primerica NetXInvestor transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Primerica NetXInvestor accounts.
Holdings
View supported investment positions, quantities, and market values from Primerica NetXInvestor.
Trades
Access supported investment trade and activity history from Primerica NetXInvestor.
Loans
Check supported loan balances and provider-supplied liability details from Primerica NetXInvestor.
Ready to connect Continue to Primerica NetXInvestor?
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BankSync is not affiliated with, endorsed by, or an official partner of Continue or Primerica NetXInvestor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.