Use Copilot CLI with Alight Smart Accounts
BankSync's MCP server can let Copilot CLI query supported Alight Smart Accounts account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Alight Smart Accounts or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot CLI to Alight Smart Accounts
one key, every agent
Search for Alight Smart Accounts in BankSync
Sign up for BankSync and, if Alight Smart Accounts is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Copilot CLI
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Start querying
Ask Copilot CLI about supported Alight Smart Accounts transactions, balances, and more using natural language.
Copilot CLI MCP Configuration
Add this configuration to let Copilot CLI query supported Alight Smart Accounts account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot CLI can access from Alight Smart Accounts
Accounts
List the Alight Smart Accounts accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Alight Smart Accounts transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Alight Smart Accounts accounts.
Holdings
View supported investment positions, quantities, and market values from Alight Smart Accounts.
Trades
Access supported investment trade and activity history from Alight Smart Accounts.
Loans
Check supported loan balances and provider-supplied liability details from Alight Smart Accounts.
Ready to connect Copilot CLI to Alight Smart Accounts?
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Other banks you can use with Copilot CLI
Institutions in the same market that Copilot CLI can query through BankSync MCP.
- Use Sutton Bank (OH) - Business Credit Card with Copilot CLI🇺🇸 United States
- Use HCN Bank - Business with Copilot CLI🇺🇸 United States
- Use Origin Financial with Copilot CLI🇺🇸 United States
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- Use Benton County State Bank with Copilot CLI🇺🇸 United States
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BankSync is not affiliated with, endorsed by, or an official partner of Copilot CLI or Alight Smart Accounts. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.