Connect Copilot CLI to Dakota Community Bank & Trust via BankSync MCP server. Query transactions, balances, and investments from Dakota Community Bank & Trust directly in Copilot CLI.
Sign up for BankSync and securely link your Dakota Community Bank & Trust account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Ask Copilot CLI about your Dakota Community Bank & Trust transactions, balances, and more using natural language.
Add this configuration to connect Copilot CLI to your Dakota Community Bank & Trust data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Dakota Community Bank & Trust transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Dakota Community Bank & Trust accounts.
List all checking, savings, and investment accounts linked through Dakota Community Bank & Trust.
View investment positions, quantities, and market values from Dakota Community Bank & Trust brokerage accounts.
Access buy/sell/dividend transactions from your Dakota Community Bank & Trust investment accounts.
Check outstanding balances, interest rates, and payment schedules for Dakota Community Bank & Trust loans.
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