BankSync's MCP server connects Copilot Studio to Reliance Bank (Redefining Service) - Business, 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 Reliance Bank (Redefining Service) - Business 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 Reliance Bank (Redefining Service) - Business transactions, balances, and more using natural language.
Add this configuration to connect Copilot Studio to your Reliance Bank (Redefining Service) - Business data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Reliance Bank (Redefining Service) - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Reliance Bank (Redefining Service) - Business accounts.
List all checking, savings, and investment accounts linked through Reliance Bank (Redefining Service) - Business.
View investment positions, quantities, and market values from Reliance Bank (Redefining Service) - Business brokerage accounts.
Access buy/sell/dividend transactions from your Reliance Bank (Redefining Service) - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for Reliance Bank (Redefining Service) - Business loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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