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