BankSync's MCP server connects Copilot CLI to Beneficial State Bank, 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 Beneficial State Bank 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 Beneficial State Bank transactions, balances, and more using natural language.
Add this configuration to connect Copilot CLI to your Beneficial State Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Beneficial State Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Beneficial State Bank accounts.
List all checking, savings, and investment accounts linked through Beneficial State Bank.
View investment positions, quantities, and market values from Beneficial State Bank brokerage accounts.
Access buy/sell/dividend transactions from your Beneficial State Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Beneficial State Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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