Use VS Code Copilot with ATB - Investor Connect
BankSync's MCP server can let VS Code Copilot query supported ATB - Investor Connect 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 ATB - Investor Connect or VS Code Copilot. Names are used only to describe potential account-data coverage and client compatibility.
How to connect VS Code Copilot to ATB - Investor Connect
Search for ATB - Investor Connect in BankSync
Sign up for BankSync and, if ATB - Investor Connect 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 VS Code Copilot
Add the BankSync MCP server to VS Code Copilot using your API key. Follow our VS Code Copilot setup guide for step-by-step instructions.
Start querying
Ask VS Code Copilot about supported ATB - Investor Connect transactions, balances, and more using natural language.
VS Code Copilot MCP Configuration
Add this configuration to let VS Code Copilot query supported ATB - Investor Connect account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What VS Code Copilot can access from ATB - Investor Connect
Accounts
List the ATB - Investor Connect accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported ATB - Investor Connect transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported ATB - Investor Connect accounts.
Holdings
View supported investment positions, quantities, and market values from ATB - Investor Connect.
Trades
Access supported investment trade and activity history from ATB - Investor Connect.
Loans
Check supported loan balances and provider-supplied liability details from ATB - Investor Connect.
Ready to connect VS Code Copilot to ATB - Investor Connect?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use ATB - Investor Connect with another agent
The same BankSync MCP server and API key work with every one of these.
- Use ATB - Investor Connect with ChatGPTOpenAI
- Use ATB - Investor Connect with Claude CodeAnthropic
- Use ATB - Investor Connect with Claude CoworkAnthropic
- Use ATB - Investor Connect with Claude DesktopAnthropic
- Use ATB - Investor Connect with CursorAnysphere
- Use ATB - Investor Connect with GeminiGoogle
- Use ATB - Investor Connect with GrokxAI
- Use ATB - Investor Connect with Hermes AgentNousResearch
Other banks you can use with VS Code Copilot
Institutions in the same market that VS Code Copilot can query through BankSync MCP.
- Use Wealthsimple (Canada) with VS Code Copilot🇨🇦 Canada
- Use Scotiabank with VS Code Copilot🇨🇦 Canada
- Use TD Canada Trust with VS Code Copilot🇨🇦 Canada
- Use CIBC with VS Code Copilot🇨🇦 Canada
- Use American Express (Canada) with VS Code Copilot🇨🇦 Canada
- Use RBC Royal Bank with VS Code Copilot🇨🇦 Canada
- Use BMO Bank of Montreal with VS Code Copilot🇨🇦 Canada
- Use Desjardins with VS Code Copilot🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of VS Code Copilot or ATB - Investor Connect. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.