BankSync's MCP server connects Copilot Studio to Commercial Bank of Texas, 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 Texas account through our secure connection.
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 Texas transactions, balances, and more using natural language.
Add this configuration to connect Copilot Studio to your Commercial Bank of Texas data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Commercial Bank of Texas transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Commercial Bank of Texas accounts.
List all checking, savings, and investment accounts linked through Commercial Bank of Texas.
View investment positions, quantities, and market values from Commercial Bank of Texas brokerage accounts.
Access buy/sell/dividend transactions from your Commercial Bank of Texas investment accounts.
Check outstanding balances, interest rates, and payment schedules for Commercial Bank of Texas 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 Studio or Commercial Bank of Texas. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.