Use Copilot Studio with ART with IPX Technologies
BankSync's MCP server can let Copilot Studio query supported ART with IPX Technologies 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 ART with IPX Technologies or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to ART with IPX Technologies
Search for ART with IPX Technologies in BankSync
Sign up for BankSync and, if ART with IPX Technologies 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 Studio
Add the BankSync MCP server to Copilot Studio using your API key. Follow our Copilot Studio setup guide for step-by-step instructions.
Start querying
Ask Copilot Studio about supported ART with IPX Technologies transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported ART with IPX Technologies account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot Studio can access from ART with IPX Technologies
Accounts
List the ART with IPX Technologies accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported ART with IPX Technologies transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported ART with IPX Technologies accounts.
Holdings
View supported investment positions, quantities, and market values from ART with IPX Technologies.
Trades
Access supported investment trade and activity history from ART with IPX Technologies.
Loans
Check supported loan balances and provider-supplied liability details from ART with IPX Technologies.
Ready to connect Copilot Studio to ART with IPX Technologies?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use ART with IPX Technologies 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 Studio
Institutions in the same market that Copilot Studio can query through BankSync MCP.
- Use Chase with Copilot Studio🇺🇸 United States
- Use American Express with Copilot Studio🇺🇸 United States
- Use Capital One with Copilot Studio🇺🇸 United States
- Use Wells Fargo with Copilot Studio🇺🇸 United States
- Use Citibank Online with Copilot Studio🇺🇸 United States
- Use Fidelity with Copilot Studio🇺🇸 United States
- Use Bank of America with Copilot Studio🇺🇸 United States
- Use Charles Schwab with Copilot Studio🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or ART with IPX Technologies. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.