Use Copilot CLI with Public

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

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Get Started Free Copilot CLI Setup Guide

How to connect Copilot CLI to Public

Creating a BankSync API key for an AI agent

one key, every agent

Search for Public in BankSync

Sign up for BankSync and, if Public 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 Public transactions, balances, and more using natural language.

Copilot CLI MCP Configuration

Add this configuration to let Copilot CLI query supported Public 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 Public

Accounts

List the Public accounts connected through BankSync and visible to the API key scopes you grant.

Balances

Get current and available balances for supported Public accounts.

Holdings

View supported investment positions, quantities, and market values from Public.

Trades

Access supported investment trade and activity history from Public.

Orders

Access supported open and pending investment orders from Public.

your finances, in the conversation

Ready to connect Copilot CLI to Public?

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Copilot CLI setup guide Public details MCP tools reference

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