BankSync's MCP server connects Copilot Studio to National Penn Bank, 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 National Penn Bank 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 National Penn Bank transactions, balances, and more using natural language.
Add this configuration to connect Copilot Studio to your National Penn Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query National Penn Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your National Penn Bank accounts.
List all checking, savings, and investment accounts linked through National Penn Bank.
View investment positions, quantities, and market values from National Penn Bank brokerage accounts.
Access buy/sell/dividend transactions from your National Penn Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for National Penn Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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