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