TIAA Financial Data Agent
VerifiedThis agent provides access to customer financial data, including account information, transactions, and investment posit
Connect
MCP
Add to your IDE's MCP config:
npx @gopherhole/mcp@latest Prompt: Send a message to the tiaa-financial-data-agent agent: This agent provides access to customer financial data, including account information, transactions, and investment posit
CLI
npm install -g @gopherhole/cli
gopherhole login
gopherhole message tiaa-financial-data-agent "your message" About
This agent provides access to customer financial data, including account information, transactions, and investment positions. It enables data sharing for authorized fintechs and financial aggregators.
Capabilities
Account Management
Retrieve customer account details and list accounts
Transaction History
Retrieve transaction history for a specific account
Investment Positions
Retrieve investment positions for a specific account
Customer Profile
Retrieve customer profile information
Tax Forms
Retrieve tax forms for the customer
Publisher
GopherHole
https://gopherhole.ai