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Copilot Studio

Use Copilot Studio with moomoo

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

United StatesPlatformMCP Connected

How to connect Copilot Studio to moomoo

Creating a BankSync API key for an AI agent

one key, every agent

1

Search for moomoo in BankSync

Sign up for BankSync and, if moomoo 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 Copilot Studio

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

4

Start querying

Ask Copilot Studio about supported moomoo transactions, balances, and more using natural language.

Copilot Studio MCP Configuration

Add this configuration to let Copilot Studio query supported moomoo account data through BankSync.

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

What Copilot Studio can access from moomoo

Accounts

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

Balances

Get current and available balances for supported moomoo accounts.

Holdings

View supported investment positions, quantities, and market values from moomoo.

Trades

Access supported investment trade and activity history from moomoo.

Orders

Access supported open and pending investment orders from moomoo.

your finances, in the conversation

Ready to connect Copilot Studio to moomoo?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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