Use Copilot Studio with tastytrade
BankSync's MCP server can let Copilot Studio query supported tastytrade 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 tastytrade or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to tastytrade
one key, every agent
Search for tastytrade in BankSync
Sign up for BankSync and, if tastytrade 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 tastytrade transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported tastytrade 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 tastytrade
Accounts
List the tastytrade accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported tastytrade accounts.
Holdings
View supported investment positions, quantities, and market values from tastytrade.
Trades
Access supported investment trade and activity history from tastytrade.
Orders
Access supported open and pending investment orders from tastytrade.
Ready to connect Copilot Studio to tastytrade?
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 tastytrade. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.