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