Use Copilot CLI with Desjardins
BankSync's MCP server can let Copilot CLI query supported Desjardins 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 Desjardins or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot CLI to Desjardins
one key, every agent
Search for Desjardins in BankSync
Sign up for BankSync and, if Desjardins 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 CLI
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Start querying
Ask Copilot CLI about supported Desjardins transactions, balances, and more using natural language.
Copilot CLI MCP Configuration
Add this configuration to let Copilot CLI query supported Desjardins account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot CLI can access from Desjardins
Accounts
List the Desjardins accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Desjardins transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Desjardins accounts.
Holdings
View supported investment positions, quantities, and market values from Desjardins.
Trades
Access supported investment trade and activity history from Desjardins.
Loans
Check supported loan balances and provider-supplied liability details from Desjardins.
Ready to connect Copilot CLI to Desjardins?
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Other banks you can use with Copilot CLI
Institutions in the same market that Copilot CLI can query through BankSync MCP.
- Use EQ Bank with Copilot CLI🇨🇦 Canada
- Use American Express (Canada) with Copilot CLI🇨🇦 Canada
- Use RBC Royal Bank with Copilot CLI🇨🇦 Canada
- Use TD Canada Trust - WebBroker with Copilot CLI🇨🇦 Canada
- Use TD Canada Trust with Copilot CLI🇨🇦 Canada
- Use Interactive Brokers - CA with Copilot CLI🇨🇦 Canada
- Use Quinte First Credit Union - Online Banking with Copilot CLI🇨🇦 Canada
- Use Wealthsimple (Canada) with Copilot CLI🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Copilot CLI or Desjardins. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.