Use VS Code Copilot with Upgrade
BankSync's MCP server can let VS Code Copilot query supported Upgrade 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 Upgrade or VS Code Copilot. Names are used only to describe potential account-data coverage and client compatibility.
How to connect VS Code Copilot to Upgrade
one key, every agent
Search for Upgrade in BankSync
Sign up for BankSync and, if Upgrade 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 VS Code Copilot
Add the BankSync MCP server to VS Code Copilot using your API key. Follow our VS Code Copilot setup guide for step-by-step instructions.
Start querying
Ask VS Code Copilot about supported Upgrade transactions, balances, and more using natural language.
VS Code Copilot MCP Configuration
Add this configuration to let VS Code Copilot query supported Upgrade account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What VS Code Copilot can access from Upgrade
Accounts
List the Upgrade accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Upgrade transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Upgrade accounts.
Holdings
View supported investment positions, quantities, and market values from Upgrade.
Trades
Access supported investment trade and activity history from Upgrade.
Loans
Check supported loan balances and provider-supplied liability details from Upgrade.
Ready to connect VS Code Copilot to Upgrade?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
keep exploring ✦
Use Upgrade with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with VS Code Copilot
Institutions in the same market that VS Code Copilot can query through BankSync MCP.
- Use Franklin Savings Bank (ME) - Business with VS Code Copilot🇺🇸 United States
- Use Elements Financial FCU with VS Code Copilot🇺🇸 United States
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- Use American Community Bank & Trust - Commercial with VS Code Copilot🇺🇸 United States
- Use Caltech Employees Federal Credit Union with VS Code Copilot🇺🇸 United States
- Use Keystone Savings Bank with VS Code Copilot🇺🇸 United States
- Use Bangor Savings Bank - Employees with VS Code Copilot🇺🇸 United States
- Use Wood County National Bank with VS Code Copilot🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of VS Code Copilot or Upgrade. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.