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CBA - CommBiz
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Copilot Studio

Use Copilot Studio with CBA - CommBiz

BankSync's MCP server can let Copilot Studio query supported CBA - CommBiz 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 CBA - CommBiz or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Copilot Studio to CBA - CommBiz

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for CBA - CommBiz in BankSync

Sign up for BankSync and, if CBA - CommBiz is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Copilot Studio

Add the BankSync MCP server to Copilot Studio using your API key. Follow our Copilot Studio setup guide for step-by-step instructions.

4

Start querying

Ask Copilot Studio about supported CBA - CommBiz transactions, balances, and more using natural language.

Copilot Studio MCP Configuration

Add this configuration to let Copilot Studio query supported CBA - CommBiz account data through BankSync.

Copilot Studio Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Copilot Studio can access from CBA - CommBiz

Accounts

List the CBA - CommBiz accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported CBA - CommBiz transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported CBA - CommBiz accounts.

Ready to connect Copilot Studio to CBA - CommBiz?

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Copilot Studio setup guideCBA - CommBiz detailsMCP tools reference

Use CBA - CommBiz with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Copilot Studio

Institutions in the same market that Copilot Studio can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or CBA - CommBiz. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.