BankSync's MCP server connects Copilot CLI to Rave Financial, 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 Rave Financial account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Ask Copilot CLI about your Rave Financial transactions, balances, and more using natural language.
Add this configuration to connect Copilot CLI to your Rave Financial data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Rave Financial transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Rave Financial accounts.
List all checking, savings, and investment accounts linked through Rave Financial.
View investment positions, quantities, and market values from Rave Financial brokerage accounts.
Access buy/sell/dividend transactions from your Rave Financial investment accounts.
Check outstanding balances, interest rates, and payment schedules for Rave Financial loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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