Use Copilot Studio with First Bank Richmond
BankSync's MCP server can let Copilot Studio query supported First Bank Richmond 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 First Bank Richmond or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to First Bank Richmond
Search for First Bank Richmond in BankSync
Sign up for BankSync and, if First Bank Richmond 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 First Bank Richmond transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported First Bank Richmond 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 First Bank Richmond
Accounts
List the First Bank Richmond accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported First Bank Richmond transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported First Bank Richmond accounts.
Holdings
View supported investment positions, quantities, and market values from First Bank Richmond.
Trades
Access supported investment trade and activity history from First Bank Richmond.
Loans
Check supported loan balances and provider-supplied liability details from First Bank Richmond.
Ready to connect Copilot Studio to First Bank Richmond?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Institutions in the same market that Copilot Studio can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or First Bank Richmond. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.