Use Copilot CLI with Alight - UBS
BankSync's MCP server can let Copilot CLI query supported Alight - UBS 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 - UBS or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot CLI to Alight - UBS
Search for Alight - UBS in BankSync
Sign up for BankSync and, if Alight - UBS 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 - UBS transactions, balances, and more using natural language.
Copilot CLI MCP Configuration
Add this configuration to let Copilot CLI query supported Alight - UBS 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 - UBS
Accounts
List the Alight - UBS accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Alight - UBS transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Alight - UBS accounts.
Holdings
View supported investment positions, quantities, and market values from Alight - UBS.
Trades
Access supported investment trade and activity history from Alight - UBS.
Loans
Check supported loan balances and provider-supplied liability details from Alight - UBS.
Ready to connect Copilot CLI to Alight - UBS?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Alight - UBS with another agent
The same BankSync MCP server and API key work with every one of these.
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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.
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BankSync is not affiliated with, endorsed by, or an official partner of Copilot CLI or Alight - UBS. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.