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