Use Relevance AI with Transamerica - Life Insurance
BankSync's MCP server can let Relevance AI query supported Transamerica - Life Insurance 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 Transamerica - Life Insurance or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI to Transamerica - Life Insurance
Search for Transamerica - Life Insurance in BankSync
Sign up for BankSync and, if Transamerica - Life Insurance 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 Relevance AI
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Start querying
Ask Relevance AI about supported Transamerica - Life Insurance transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported Transamerica - Life Insurance account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Relevance AI can access from Transamerica - Life Insurance
Accounts
List the Transamerica - Life Insurance accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Transamerica - Life Insurance transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Transamerica - Life Insurance accounts.
Holdings
View supported investment positions, quantities, and market values from Transamerica - Life Insurance.
Trades
Access supported investment trade and activity history from Transamerica - Life Insurance.
Loans
Check supported loan balances and provider-supplied liability details from Transamerica - Life Insurance.
Ready to connect Relevance AI to Transamerica - Life Insurance?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Transamerica - Life Insurance 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 Relevance AI or Transamerica - Life Insurance. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.