Use Copilot Studio with Nerdwallet
BankSync's MCP server can let Copilot Studio query supported Nerdwallet 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 Nerdwallet or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Nerdwallet
one key, every agent
Search for Nerdwallet in BankSync
Sign up for BankSync and, if Nerdwallet is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
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.
Start querying
Ask Copilot Studio about supported Nerdwallet transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Nerdwallet account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot Studio can access from Nerdwallet
Accounts
List the Nerdwallet accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Nerdwallet transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Nerdwallet accounts.
Holdings
View supported investment positions, quantities, and market values from Nerdwallet.
Trades
Access supported investment trade and activity history from Nerdwallet.
Loans
Check supported loan balances and provider-supplied liability details from Nerdwallet.
Ready to connect Copilot Studio to Nerdwallet?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Other banks you can use with Copilot Studio
Institutions in the same market that Copilot Studio can query through BankSync MCP.
- Use American Community Bank & Trust - Commercial with Copilot Studio🇺🇸 United States
- Use Caltech Employees Federal Credit Union with Copilot Studio🇺🇸 United States
- Use Keystone Savings Bank with Copilot Studio🇺🇸 United States
- Use Bangor Savings Bank - Employees with Copilot Studio🇺🇸 United States
- Use Wood County National Bank with Copilot Studio🇺🇸 United States
- Use Waukesha State Bank - Business with Copilot Studio🇺🇸 United States
- Use Guaranty Bank & Trust (Texas) - Business with Copilot Studio🇺🇸 United States
- Use Empower Retirement - UKG with Copilot Studio🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Nerdwallet. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.