BankSync's MCP server connects Copilot Studio to Commercial Bank of California - Business, 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 Commercial Bank of California - Business account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Copilot Studio using your API key. Follow our Copilot Studio setup guide for step-by-step instructions.
Ask Copilot Studio about your Commercial Bank of California - Business transactions, balances, and more using natural language.
Add this configuration to connect Copilot Studio to your Commercial Bank of California - Business data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Commercial Bank of California - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Commercial Bank of California - Business accounts.
List all checking, savings, and investment accounts linked through Commercial Bank of California - Business.
View investment positions, quantities, and market values from Commercial Bank of California - Business brokerage accounts.
Access buy/sell/dividend transactions from your Commercial Bank of California - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for Commercial Bank of California - Business loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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