BankSync's MCP server connects Claude Code to TD Wealth - 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 TD Wealth - NetXInvestor account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your TD Wealth - NetXInvestor transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your TD Wealth - NetXInvestor data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query TD Wealth - NetXInvestor transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your TD Wealth - NetXInvestor accounts.
List all checking, savings, and investment accounts linked through TD Wealth - NetXInvestor.
View investment positions, quantities, and market values from TD Wealth - NetXInvestor brokerage accounts.
Access buy/sell/dividend transactions from your TD Wealth - NetXInvestor investment accounts.
Check outstanding balances, interest rates, and payment schedules for TD Wealth - 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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