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.
Sign up for BankSync and, if CollegeInvest 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 CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Ask Copilot CLI about supported CollegeInvest transactions, balances, and more using natural language.
Add this configuration to let Copilot CLI query supported CollegeInvest account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query CollegeInvest transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your CollegeInvest accounts.
List all checking, savings, and investment accounts linked through CollegeInvest.
View investment positions, quantities, and market values from CollegeInvest brokerage accounts.
Access buy/sell/dividend transactions from your CollegeInvest investment accounts.
Check outstanding balances, interest rates, and payment schedules for CollegeInvest 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 CLI or CollegeInvest. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.