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