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