BankSync
Primerica NetXInvestor
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VS Code Copilot

Use VS Code Copilot with Primerica NetXInvestor

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

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How to connect VS Code Copilot to Primerica NetXInvestor

Creating a BankSync API key for an AI agent

one key, every agent

1

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.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure VS Code Copilot

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

4

Start querying

Ask VS Code Copilot about supported Primerica NetXInvestor transactions, balances, and more using natural language.

VS Code Copilot MCP Configuration

Add this configuration to let VS Code Copilot query supported Primerica NetXInvestor account data through BankSync.

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

What VS Code Copilot 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.

your finances, in the conversation

Ready to connect VS Code Copilot to Primerica NetXInvestor?

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Use Primerica NetXInvestor with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with VS Code Copilot

Institutions in the same market that VS Code Copilot can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of VS Code Copilot or Primerica NetXInvestor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.