Use Copilot CLI with Interactive Brokers
BankSync's MCP server can let Copilot CLI query supported Interactive Brokers 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 Interactive Brokers or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot CLI to Interactive Brokers
Search for Interactive Brokers in BankSync
Sign up for BankSync and, if Interactive Brokers 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 CLI
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Start querying
Ask Copilot CLI about supported Interactive Brokers transactions, balances, and more using natural language.
Copilot CLI MCP Configuration
Add this configuration to let Copilot CLI query supported Interactive Brokers account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot CLI can access from Interactive Brokers
Accounts
List the Interactive Brokers accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Interactive Brokers transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Interactive Brokers accounts.
Holdings
View supported investment positions, quantities, and market values from Interactive Brokers.
Trades
Access supported investment trade and activity history from Interactive Brokers.
Loans
Check supported loan balances and provider-supplied liability details from Interactive Brokers.
Ready to connect Copilot CLI to Interactive Brokers?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Interactive Brokers with another agent
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 CLI
Institutions in the same market that Copilot CLI can query through BankSync MCP.
- Use Chase with Copilot CLI🇺🇸 United States
- Use American Express with Copilot CLI🇺🇸 United States
- Use Capital One with Copilot CLI🇺🇸 United States
- Use Wells Fargo with Copilot CLI🇺🇸 United States
- Use Citibank Online with Copilot CLI🇺🇸 United States
- Use Fidelity with Copilot CLI🇺🇸 United States
- Use Bank of America with Copilot CLI🇺🇸 United States
- Use Charles Schwab with Copilot CLI🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Copilot CLI or Interactive Brokers. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.