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Karat Financial
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VS Code Copilot

Use VS Code Copilot with Karat Financial

BankSync's MCP server can let VS Code Copilot query supported Karat Financial 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 Karat Financial 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 Karat Financial

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for Karat Financial in BankSync

Sign up for BankSync and, if Karat Financial 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 Karat Financial transactions, balances, and more using natural language.

VS Code Copilot MCP Configuration

Add this configuration to let VS Code Copilot query supported Karat Financial 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 Karat Financial

Accounts

List the Karat Financial accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Karat Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Karat Financial accounts.

Holdings

View supported investment positions, quantities, and market values from Karat Financial.

Trades

Access supported investment trade and activity history from Karat Financial.

Loans

Check supported loan balances and provider-supplied liability details from Karat Financial.

Ready to connect VS Code Copilot to Karat Financial?

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VS Code Copilot setup guideKarat Financial detailsMCP tools reference

Use Karat Financial 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 Karat Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.