BankSync's MCP server can let Copilot CLI query supported Heritage Federal 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 Heritage Federal Credit Union or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Heritage Federal Credit Union is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Heritage Federal Credit Union transactions, balances, and more using natural language.
Add this configuration to let Copilot CLI query supported Heritage Federal Credit Union account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Heritage Federal Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Heritage Federal Credit Union accounts.
List all checking, savings, and investment accounts linked through Heritage Federal Credit Union.
View investment positions, quantities, and market values from Heritage Federal Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Heritage Federal Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Heritage Federal Credit Union loans.
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 CLI or Heritage Federal Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.