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