Use Claude Cowork with TD Wealth - NetXInvestor
BankSync's MCP server can let Claude Cowork query supported TD Wealth - 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 TD Wealth - NetXInvestor or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to TD Wealth - NetXInvestor
Search for TD Wealth - NetXInvestor in BankSync
Sign up for BankSync and, if TD Wealth - 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 Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported TD Wealth - NetXInvestor transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported TD Wealth - NetXInvestor account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from TD Wealth - NetXInvestor
Accounts
List the TD Wealth - NetXInvestor accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported TD Wealth - NetXInvestor transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported TD Wealth - NetXInvestor accounts.
Holdings
View supported investment positions, quantities, and market values from TD Wealth - NetXInvestor.
Trades
Access supported investment trade and activity history from TD Wealth - NetXInvestor.
Loans
Check supported loan balances and provider-supplied liability details from TD Wealth - NetXInvestor.
Ready to connect Claude Cowork to TD Wealth - NetXInvestor?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use TD Wealth - NetXInvestor with another agent
The same BankSync MCP server and API key work with every one of these.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or TD Wealth - NetXInvestor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.