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