Use Copilot Studio with Citi Pay Credit Card
BankSync's MCP server can let Copilot Studio query supported Citi Pay Credit Card 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 Citi Pay Credit Card or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Citi Pay Credit Card
one key, every agent
Search for Citi Pay Credit Card in BankSync
Sign up for BankSync and, if Citi Pay Credit Card 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 Citi Pay Credit Card transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Citi Pay Credit Card 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 Citi Pay Credit Card
Accounts
List the Citi Pay Credit Card accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Citi Pay Credit Card transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Citi Pay Credit Card accounts.
Holdings
View supported investment positions, quantities, and market values from Citi Pay Credit Card.
Trades
Access supported investment trade and activity history from Citi Pay Credit Card.
Loans
Check supported loan balances and provider-supplied liability details from Citi Pay Credit Card.
Ready to connect Copilot Studio to Citi Pay Credit Card?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Citi Pay Credit Card with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Citi Pay Credit Card with ChatGPTOpenAI
- Use Citi Pay Credit Card with Claude CodeAnthropic
- Use Citi Pay Credit Card with Claude CoworkAnthropic
- Use Citi Pay Credit Card with Claude DesktopAnthropic
- Use Citi Pay Credit Card with CursorAnysphere
- Use Citi Pay Credit Card with GeminiGoogle
- Use Citi Pay Credit Card with GrokxAI
- Use Citi Pay Credit Card with Hermes AgentNousResearch
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
- Use Mid Penn Bank - Business with Copilot Studio🇺🇸 United States
- Use Bronco Federal Credit Union with Copilot Studio🇺🇸 United States
- Use Maps Credit Union with Copilot Studio🇺🇸 United States
- 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 Citi Pay Credit Card. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.