Use Copilot Studio with Optum Bank - Health Savings Account
BankSync's MCP server can let Copilot Studio query supported Optum Bank - Health Savings Account 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 Optum Bank - Health Savings Account or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Optum Bank - Health Savings Account
Search for Optum Bank - Health Savings Account in BankSync
Sign up for BankSync and, if Optum Bank - Health Savings Account 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 Optum Bank - Health Savings Account transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Optum Bank - Health Savings Account 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 Optum Bank - Health Savings Account
Accounts
List the Optum Bank - Health Savings Account accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Optum Bank - Health Savings Account transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Optum Bank - Health Savings Account accounts.
Holdings
View supported investment positions, quantities, and market values from Optum Bank - Health Savings Account.
Trades
Access supported investment trade and activity history from Optum Bank - Health Savings Account.
Loans
Check supported loan balances and provider-supplied liability details from Optum Bank - Health Savings Account.
Ready to connect Copilot Studio to Optum Bank - Health Savings Account?
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Use Optum Bank - Health Savings Account with another agent
The same BankSync MCP server and API key work with every one of these.
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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.
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BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Optum Bank - Health Savings Account. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.