BankSync's MCP server can let Copilot Studio query supported Chase 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 Chase or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Chase is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Copilot Studio using your API key. Follow our Copilot Studio setup guide for step-by-step instructions.
Ask Copilot Studio about supported Chase transactions, balances, and more using natural language.
Add this configuration to let Copilot Studio query supported Chase account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Chase transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Chase accounts.
List all checking, savings, and investment accounts linked through Chase.
View investment positions, quantities, and market values from Chase brokerage accounts.
Access buy/sell/dividend transactions from your Chase investment accounts.
Check outstanding balances, interest rates, and payment schedules for Chase loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Chase. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.