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