BankSync's MCP server connects Copilot Studio to Velocity Credit Union, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Velocity Credit Union account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Copilot Studio using your API key. Follow our Copilot Studio setup guide for step-by-step instructions.
Ask Copilot Studio about your Velocity Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Copilot Studio to your Velocity Credit Union data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Velocity Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Velocity Credit Union accounts.
List all checking, savings, and investment accounts linked through Velocity Credit Union.
View investment positions, quantities, and market values from Velocity Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Velocity Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Velocity Credit Union loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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