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