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