BankSync's MCP server connects Copilot CLI to Assante - InvestorOnline, 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 Assante - InvestorOnline 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 Assante - InvestorOnline transactions, balances, and more using natural language.
Add this configuration to connect Copilot CLI to your Assante - InvestorOnline data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Assante - InvestorOnline transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Assante - InvestorOnline accounts.
List all checking, savings, and investment accounts linked through Assante - InvestorOnline.
View investment positions, quantities, and market values from Assante - InvestorOnline brokerage accounts.
Access buy/sell/dividend transactions from your Assante - InvestorOnline investment accounts.
Check outstanding balances, interest rates, and payment schedules for Assante - InvestorOnline loans.
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