Use Copilot CLI with Bluedot
BankSync's MCP server can let Copilot CLI query supported Bluedot 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 Bluedot or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot CLI to Bluedot
one key, every agent
Search for Bluedot in BankSync
Sign up for BankSync and, if Bluedot 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 CLI
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Start querying
Ask Copilot CLI about supported Bluedot transactions, balances, and more using natural language.
Copilot CLI MCP Configuration
Add this configuration to let Copilot CLI query supported Bluedot account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot CLI can access from Bluedot
Accounts
List the Bluedot accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Bluedot transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Bluedot accounts.
Holdings
View supported investment positions, quantities, and market values from Bluedot.
Trades
Access supported investment trade and activity history from Bluedot.
Loans
Check supported loan balances and provider-supplied liability details from Bluedot.
Ready to connect Copilot CLI to Bluedot?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
keep exploring ✦
Use Bluedot with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Copilot CLI
Institutions in the same market that Copilot CLI can query through BankSync MCP.
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- Use Waterford Bank - Business with Copilot CLI🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Copilot CLI or Bluedot. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.