Use Copilot Studio with Envision Credit Union
BankSync's MCP server can let Copilot Studio query supported Envision Credit Union 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 Envision Credit Union or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Envision Credit Union
Search for Envision Credit Union in BankSync
Sign up for BankSync and, if Envision Credit Union 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 Envision Credit Union transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Envision Credit Union 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 Envision Credit Union
Transactions
Query Envision Credit Union transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Envision Credit Union accounts.
Accounts
List all checking, savings, and investment accounts linked through Envision Credit Union.
Holdings
View investment positions, quantities, and market values from Envision Credit Union brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Envision Credit Union investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Envision Credit Union loans.
Ready to connect Copilot Studio to Envision Credit Union?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Envision Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.