Connect Copilot Studio to Metropolitan Commercial Bank (NY) - Personal via BankSync MCP server. Query transactions, balances, and investments from Metropolitan Commercial Bank (NY) - Personal directly in Copilot Studio.
Sign up for BankSync and securely link your Metropolitan Commercial Bank (NY) - Personal account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Copilot Studio using your API key. Follow our Copilot Studio setup guide for step-by-step instructions.
Ask Copilot Studio about your Metropolitan Commercial Bank (NY) - Personal transactions, balances, and more using natural language.
Add this configuration to connect Copilot Studio to your Metropolitan Commercial Bank (NY) - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Metropolitan Commercial Bank (NY) - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Metropolitan Commercial Bank (NY) - Personal accounts.
List all checking, savings, and investment accounts linked through Metropolitan Commercial Bank (NY) - Personal.
View investment positions, quantities, and market values from Metropolitan Commercial Bank (NY) - Personal brokerage accounts.
Access buy/sell/dividend transactions from your Metropolitan Commercial Bank (NY) - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for Metropolitan Commercial Bank (NY) - Personal loans.
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