Use Copilot CLI with CollegeInvest

BankSync's MCP server can let Copilot CLI query supported CollegeInvest 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 CollegeInvest or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Copilot CLI to CollegeInvest

Search for CollegeInvest in BankSync

Sign up for BankSync and, if CollegeInvest 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 CollegeInvest transactions, balances, and more using natural language.

Copilot CLI MCP Configuration

Add this configuration to let Copilot CLI query supported CollegeInvest account data through BankSync.

Copilot CLI Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Copilot CLI can access from CollegeInvest

Accounts

List the CollegeInvest accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported CollegeInvest transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported CollegeInvest accounts.

Holdings

View supported investment positions, quantities, and market values from CollegeInvest.

Trades

Access supported investment trade and activity history from CollegeInvest.

Loans

Check supported loan balances and provider-supplied liability details from CollegeInvest.

your finances, in the conversation

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Copilot CLI setup guide CollegeInvest details MCP tools reference

BankSync is not affiliated with, endorsed by, or an official partner of Copilot CLI or CollegeInvest. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.