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