BankSync's MCP server can let Copilot Studio query supported Neighbors Credit Union 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 Neighbors Credit Union or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Neighbors Credit Union is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Neighbors Credit Union transactions, balances, and more using natural language.
Add this configuration to let Copilot Studio query supported Neighbors Credit Union account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Neighbors Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Neighbors Credit Union accounts.
List all checking, savings, and investment accounts linked through Neighbors Credit Union.
View investment positions, quantities, and market values from Neighbors Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Neighbors Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Neighbors Credit Union loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Neighbors Credit Union. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.