BankSync's MCP server connects VS Code Copilot to Columbus Retirement Administrators, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Columbus Retirement Administrators account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to VS Code Copilot using your API key. Follow our VS Code Copilot setup guide for step-by-step instructions.
Ask VS Code Copilot about your Columbus Retirement Administrators transactions, balances, and more using natural language.
Add this configuration to connect VS Code Copilot to your Columbus Retirement Administrators data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Columbus Retirement Administrators transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Columbus Retirement Administrators accounts.
List all checking, savings, and investment accounts linked through Columbus Retirement Administrators.
View investment positions, quantities, and market values from Columbus Retirement Administrators brokerage accounts.
Access buy/sell/dividend transactions from your Columbus Retirement Administrators investment accounts.
Check outstanding balances, interest rates, and payment schedules for Columbus Retirement Administrators loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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