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