Use Copilot Studio with Tangerine - Personal
BankSync's MCP server can let Copilot Studio query supported Tangerine - Personal 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 Tangerine - Personal or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Tangerine - Personal
Search for Tangerine - Personal in BankSync
Sign up for BankSync and, if Tangerine - Personal 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 Tangerine - Personal transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Tangerine - Personal 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 Tangerine - Personal
Accounts
List the Tangerine - Personal accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Tangerine - Personal transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Tangerine - Personal accounts.
Holdings
View supported investment positions, quantities, and market values from Tangerine - Personal.
Trades
Access supported investment trade and activity history from Tangerine - Personal.
Loans
Check supported loan balances and provider-supplied liability details from Tangerine - Personal.
Ready to connect Copilot Studio to Tangerine - Personal?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Tangerine - Personal with another agent
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Other banks you can use with Copilot Studio
Institutions in the same market that Copilot Studio can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Tangerine - Personal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.