Copilot Studio

Use Copilot Studio with Up

BankSync's MCP server can let Copilot Studio query supported Up 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 Up or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Copilot Studio Setup Guide

How to connect Copilot Studio to Up

Creating a BankSync API key for an AI agent — one key, every agent

Search for Up in BankSync

Sign up for BankSync and, if Up 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 Up transactions, balances, and more using natural language.

Copilot Studio MCP Configuration

Add this configuration to let Copilot Studio query supported Up account data through BankSync.

Copilot Studio Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Copilot Studio can access from Up

Accounts

List the Up accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Up transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Up accounts.

Ready to connect Copilot Studio to Up?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Copilot Studio setup guide Up details MCP tools reference

Use Up with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Copilot Studio

Institutions in the same market that Copilot Studio can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Up. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.