Use Copilot Studio with ComputerShare - Investor Center
BankSync's MCP server can let Copilot Studio query supported ComputerShare - Investor Center 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 ComputerShare - Investor Center or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to ComputerShare - Investor Center
one key, every agent
Search for ComputerShare - Investor Center in BankSync
Sign up for BankSync and, if ComputerShare - Investor Center 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 Studio
Add the BankSync MCP server to Copilot Studio using your API key. Follow our Copilot Studio setup guide for step-by-step instructions.
Start querying
Ask Copilot Studio about supported ComputerShare - Investor Center transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported ComputerShare - Investor Center account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot Studio can access from ComputerShare - Investor Center
Accounts
List the ComputerShare - Investor Center accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported ComputerShare - Investor Center transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported ComputerShare - Investor Center accounts.
Holdings
View supported investment positions, quantities, and market values from ComputerShare - Investor Center.
Trades
Access supported investment trade and activity history from ComputerShare - Investor Center.
Loans
Check supported loan balances and provider-supplied liability details from ComputerShare - Investor Center.
Ready to connect Copilot Studio to ComputerShare - Investor Center?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use ComputerShare - Investor Center with another agent
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Other banks you can use with Copilot Studio
Institutions in the same market that Copilot Studio can query through BankSync MCP.
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- Use First Bank Richmond with Copilot Studio🇺🇸 United States
- Use Monzo (US) with Copilot Studio🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or ComputerShare - Investor Center. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.