BankSync's MCP server connects Copilot CLI to Montecito Bank & Trust, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Montecito Bank & Trust account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Ask Copilot CLI about your Montecito Bank & Trust transactions, balances, and more using natural language.
Add this configuration to connect Copilot CLI to your Montecito Bank & Trust data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Montecito Bank & Trust transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Montecito Bank & Trust accounts.
List all checking, savings, and investment accounts linked through Montecito Bank & Trust.
View investment positions, quantities, and market values from Montecito Bank & Trust brokerage accounts.
Access buy/sell/dividend transactions from your Montecito Bank & Trust investment accounts.
Check outstanding balances, interest rates, and payment schedules for Montecito Bank & Trust loans.
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