Connect Copilot Studio to Chemical Bank - Retirement: Your Plan Access via BankSync MCP server. Query transactions, balances, and investments from Chemical Bank - Retirement: Your Plan Access directly in Copilot Studio.
Sign up for BankSync and securely link your Chemical Bank - Retirement: Your Plan Access account through Plaid.
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 your Chemical Bank - Retirement: Your Plan Access transactions, balances, and more using natural language.
Add this configuration to connect Copilot Studio to your Chemical Bank - Retirement: Your Plan Access data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Chemical Bank - Retirement: Your Plan Access transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Chemical Bank - Retirement: Your Plan Access accounts.
List all checking, savings, and investment accounts linked through Chemical Bank - Retirement: Your Plan Access.
View investment positions, quantities, and market values from Chemical Bank - Retirement: Your Plan Access brokerage accounts.
Access buy/sell/dividend transactions from your Chemical Bank - Retirement: Your Plan Access investment accounts.
Check outstanding balances, interest rates, and payment schedules for Chemical Bank - Retirement: Your Plan Access loans.
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