Use Copilot Studio with Sloan Servicing
BankSync's MCP server can let Copilot Studio 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 Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio 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 Studio
Add the BankSync MCP server to Copilot Studio using your API key. Follow our Copilot Studio setup guide for step-by-step instructions.
Start querying
Ask Copilot Studio about supported Sloan Servicing transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio 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 Studio 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 Studio to Sloan Servicing?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Sloan Servicing. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.