BankSync's MCP server connects Copilot Studio to Pulaski Bank, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Pulaski Bank account through Plaid.
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 your Pulaski Bank transactions, balances, and more using natural language.
Add this configuration to connect Copilot Studio to your Pulaski Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Pulaski Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Pulaski Bank accounts.
List all checking, savings, and investment accounts linked through Pulaski Bank.
View investment positions, quantities, and market values from Pulaski Bank brokerage accounts.
Access buy/sell/dividend transactions from your Pulaski Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Pulaski Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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