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