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