Use Copilot CLI with Pelican Credit Union

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

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How to connect Copilot CLI to Pelican Credit Union

Search for Pelican Credit Union in BankSync

Sign up for BankSync and, if Pelican Credit Union 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 CLI

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

Start querying

Ask Copilot CLI about supported Pelican Credit Union transactions, balances, and more using natural language.

Copilot CLI MCP Configuration

Add this configuration to let Copilot CLI query supported Pelican Credit Union account data through BankSync.

Copilot CLI Config

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

What Copilot CLI can access from Pelican Credit Union

Transactions

Query Pelican Credit Union transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your Pelican Credit Union accounts.

Accounts

List all checking, savings, and investment accounts linked through Pelican Credit Union.

Holdings

View investment positions, quantities, and market values from Pelican Credit Union brokerage accounts.

Trades

Access buy/sell/dividend transactions from your Pelican Credit Union investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for Pelican Credit Union loans.

Ready to connect Copilot CLI to Pelican Credit Union?

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Copilot CLI Setup Guide|Pelican Credit Union Details|Copilot CLI + BankSync|MCP Tools Reference

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