Use Copilot Studio with Bank of Columbia
BankSync's MCP server can let Copilot Studio query supported Bank of Columbia 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 Columbia or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Bank of Columbia
Search for Bank of Columbia in BankSync
Sign up for BankSync and, if Bank of Columbia 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 Columbia transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Bank of Columbia 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 Columbia
Accounts
List the Bank of Columbia accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Bank of Columbia transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Bank of Columbia accounts.
Holdings
View supported investment positions, quantities, and market values from Bank of Columbia.
Trades
Access supported investment trade and activity history from Bank of Columbia.
Loans
Check supported loan balances and provider-supplied liability details from Bank of Columbia.
Ready to connect Copilot Studio to Bank of Columbia?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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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 Columbia. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.