Use Copilot CLI with CIBC
BankSync's MCP server can let Copilot CLI query supported CIBC 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 CIBC or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot CLI to CIBC
Search for CIBC in BankSync
Sign up for BankSync and, if CIBC 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 CLI
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Start querying
Ask Copilot CLI about supported CIBC transactions, balances, and more using natural language.
Copilot CLI MCP Configuration
Add this configuration to let Copilot CLI query supported CIBC account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot CLI can access from CIBC
Accounts
List the CIBC accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported CIBC transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported CIBC accounts.
Holdings
View supported investment positions, quantities, and market values from CIBC.
Trades
Access supported investment trade and activity history from CIBC.
Loans
Check supported loan balances and provider-supplied liability details from CIBC.
Ready to connect Copilot CLI to CIBC?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use CIBC with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Copilot CLI
Institutions in the same market that Copilot CLI can query through BankSync MCP.
- Use Wealthsimple (Canada) with Copilot CLI🇨🇦 Canada
- Use Scotiabank with Copilot CLI🇨🇦 Canada
- Use TD Canada Trust with Copilot CLI🇨🇦 Canada
- Use American Express (Canada) with Copilot CLI🇨🇦 Canada
- Use RBC Royal Bank with Copilot CLI🇨🇦 Canada
- Use BMO Bank of Montreal with Copilot CLI🇨🇦 Canada
- Use Desjardins with Copilot CLI🇨🇦 Canada
- Use Tangerine - Personal with Copilot CLI🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Copilot CLI or CIBC. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.