Use Copilot Studio with South Coast Bank & Trust
BankSync's MCP server can let Copilot Studio query supported South Coast Bank & Trust 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 South Coast Bank & Trust or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to South Coast Bank & Trust
one key, every agent
Search for South Coast Bank & Trust in BankSync
Sign up for BankSync and, if South Coast Bank & Trust 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 South Coast Bank & Trust transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported South Coast Bank & Trust 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 South Coast Bank & Trust
Accounts
List the South Coast Bank & Trust accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported South Coast Bank & Trust transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported South Coast Bank & Trust accounts.
Holdings
View supported investment positions, quantities, and market values from South Coast Bank & Trust.
Trades
Access supported investment trade and activity history from South Coast Bank & Trust.
Loans
Check supported loan balances and provider-supplied liability details from South Coast Bank & Trust.
Ready to connect Copilot Studio to South Coast Bank & Trust?
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BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or South Coast Bank & Trust. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.