BankSync's MCP server connects Copilot CLI to Canadian Western Bank - CWBdirect Online Banking, 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 Canadian Western Bank - CWBdirect Online Banking 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 Canadian Western Bank - CWBdirect Online Banking transactions, balances, and more using natural language.
Add this configuration to connect Copilot CLI to your Canadian Western Bank - CWBdirect Online Banking data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Canadian Western Bank - CWBdirect Online Banking transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Canadian Western Bank - CWBdirect Online Banking accounts.
List all checking, savings, and investment accounts linked through Canadian Western Bank - CWBdirect Online Banking.
View investment positions, quantities, and market values from Canadian Western Bank - CWBdirect Online Banking brokerage accounts.
Access buy/sell/dividend transactions from your Canadian Western Bank - CWBdirect Online Banking investment accounts.
Check outstanding balances, interest rates, and payment schedules for Canadian Western Bank - CWBdirect Online Banking loans.
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