BankSync
Julius Baer
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VS Code Copilot

Use VS Code Copilot with Julius Baer

BankSync's MCP server can let VS Code Copilot query supported Julius Baer 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 Julius Baer or VS Code Copilot. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect VS Code Copilot to Julius Baer

Creating a BankSync API key for an AI agent

one key, every agent

1

Search for Julius Baer in BankSync

Sign up for BankSync and, if Julius Baer is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure VS Code Copilot

Add the BankSync MCP server to VS Code Copilot using your API key. Follow our VS Code Copilot setup guide for step-by-step instructions.

4

Start querying

Ask VS Code Copilot about supported Julius Baer transactions, balances, and more using natural language.

VS Code Copilot MCP Configuration

Add this configuration to let VS Code Copilot query supported Julius Baer account data through BankSync.

VS Code Copilot Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What VS Code Copilot can access from Julius Baer

Accounts

List the Julius Baer accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Julius Baer transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Julius Baer accounts.

your finances, in the conversation

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VS Code Copilot setup guideJulius Baer detailsMCP tools reference

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Use Julius Baer with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with VS Code Copilot

Institutions in the same market that VS Code Copilot can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of VS Code Copilot or Julius Baer. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.