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