Use Copilot CLI with Sloan Servicing
BankSync's MCP server can let Copilot CLI query supported Sloan Servicing 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 Sloan Servicing or Copilot CLI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot CLI to Sloan Servicing
one key, every agent
Search for Sloan Servicing in BankSync
Sign up for BankSync and, if Sloan Servicing 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 Sloan Servicing transactions, balances, and more using natural language.
Copilot CLI MCP Configuration
Add this configuration to let Copilot CLI query supported Sloan Servicing 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 Sloan Servicing
Accounts
List the Sloan Servicing accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Sloan Servicing transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Sloan Servicing accounts.
Holdings
View supported investment positions, quantities, and market values from Sloan Servicing.
Trades
Access supported investment trade and activity history from Sloan Servicing.
Loans
Check supported loan balances and provider-supplied liability details from Sloan Servicing.
Ready to connect Copilot CLI to Sloan Servicing?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Other banks you can use with Copilot CLI
Institutions in the same market that Copilot CLI can query through BankSync MCP.
- Use American Community Bank & Trust - Commercial with Copilot CLI🇺🇸 United States
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- Use Keystone Savings Bank with Copilot CLI🇺🇸 United States
- Use Bangor Savings Bank - Employees with Copilot CLI🇺🇸 United States
- Use Wood County National Bank with Copilot CLI🇺🇸 United States
- Use Waukesha State Bank - Business with Copilot CLI🇺🇸 United States
- Use Guaranty Bank & Trust (Texas) - Business with Copilot CLI🇺🇸 United States
- Use Empower Retirement - UKG with Copilot CLI🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Copilot CLI or Sloan Servicing. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.