Use Copilot Studio with Corebridge Financial - Retirement Services
BankSync's MCP server can let Copilot Studio query supported Corebridge Financial - Retirement Services 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 Corebridge Financial - Retirement Services or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Corebridge Financial - Retirement Services
Search for Corebridge Financial - Retirement Services in BankSync
Sign up for BankSync and, if Corebridge Financial - Retirement Services 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 Corebridge Financial - Retirement Services transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Corebridge Financial - Retirement Services 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 Corebridge Financial - Retirement Services
Accounts
List the Corebridge Financial - Retirement Services accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Corebridge Financial - Retirement Services transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Corebridge Financial - Retirement Services accounts.
Holdings
View supported investment positions, quantities, and market values from Corebridge Financial - Retirement Services.
Trades
Access supported investment trade and activity history from Corebridge Financial - Retirement Services.
Loans
Check supported loan balances and provider-supplied liability details from Corebridge Financial - Retirement Services.
Ready to connect Copilot Studio to Corebridge Financial - Retirement Services?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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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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BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Corebridge Financial - Retirement Services. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.