Use Copilot CLI with RBC Royal Bank
BankSync's MCP server can let Copilot CLI query supported RBC Royal Bank 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 RBC Royal Bank or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot CLI to RBC Royal Bank
one key, every agent
Search for RBC Royal Bank in BankSync
Sign up for BankSync and, if RBC Royal Bank 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 RBC Royal Bank transactions, balances, and more using natural language.
Copilot CLI MCP Configuration
Add this configuration to let Copilot CLI query supported RBC Royal Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot CLI can access from RBC Royal Bank
Accounts
List the RBC Royal Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported RBC Royal Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported RBC Royal Bank accounts.
Holdings
View supported investment positions, quantities, and market values from RBC Royal Bank.
Trades
Access supported investment trade and activity history from RBC Royal Bank.
Loans
Check supported loan balances and provider-supplied liability details from RBC Royal Bank.
Ready to connect Copilot CLI to RBC Royal Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
keep exploring ✦
Use RBC Royal Bank with another agent
The same BankSync MCP server and API key work with every one of these.
- Use RBC Royal Bank with ChatGPTOpenAI
- Use RBC Royal Bank with Claude CodeAnthropic
- Use RBC Royal Bank with Claude CoworkAnthropic
- Use RBC Royal Bank with Claude DesktopAnthropic
- Use RBC Royal Bank with CursorAnysphere
- Use RBC Royal Bank with GeminiGoogle
- Use RBC Royal Bank with Hermes AgentNousResearch
- Use RBC Royal Bank with OpenClawOpenClaw
Other banks you can use with Copilot CLI
Institutions in the same market that Copilot CLI can query through BankSync MCP.
- Use EQ Bank with Copilot CLI🇨🇦 Canada
- Use American Express (Canada) with Copilot CLI🇨🇦 Canada
- Use TD Canada Trust - WebBroker with Copilot CLI🇨🇦 Canada
- Use TD Canada Trust with Copilot CLI🇨🇦 Canada
- Use Interactive Brokers - CA with Copilot CLI🇨🇦 Canada
- Use Desjardins with Copilot CLI🇨🇦 Canada
- Use Quinte First Credit Union - Online Banking with Copilot CLI🇨🇦 Canada
- Use Wealthsimple (Canada) with Copilot CLI🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Copilot CLI or RBC Royal Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.