Use Copilot Studio with Voya Retirement - Serco Inc. 401(k) Retirement Plan
BankSync's MCP server can let Copilot Studio query supported Voya Retirement - Serco Inc. 401(k) Retirement Plan 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 Voya Retirement - Serco Inc. 401(k) Retirement Plan or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Voya Retirement - Serco Inc. 401(k) Retirement Plan
Search for Voya Retirement - Serco Inc. 401(k) Retirement Plan in BankSync
Sign up for BankSync and, if Voya Retirement - Serco Inc. 401(k) Retirement Plan 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 Voya Retirement - Serco Inc. 401(k) Retirement Plan transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Voya Retirement - Serco Inc. 401(k) Retirement Plan 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 Voya Retirement - Serco Inc. 401(k) Retirement Plan
Accounts
List the Voya Retirement - Serco Inc. 401(k) Retirement Plan accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Voya Retirement - Serco Inc. 401(k) Retirement Plan transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Voya Retirement - Serco Inc. 401(k) Retirement Plan accounts.
Holdings
View supported investment positions, quantities, and market values from Voya Retirement - Serco Inc. 401(k) Retirement Plan.
Trades
Access supported investment trade and activity history from Voya Retirement - Serco Inc. 401(k) Retirement Plan.
Loans
Check supported loan balances and provider-supplied liability details from Voya Retirement - Serco Inc. 401(k) Retirement Plan.
Ready to connect Copilot Studio to Voya Retirement - Serco Inc. 401(k) Retirement Plan?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Voya Retirement - Serco Inc. 401(k) Retirement Plan with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Voya Retirement - Serco Inc. 401(k) Retirement Plan with ChatGPTOpenAI
- Use Voya Retirement - Serco Inc. 401(k) Retirement Plan with Claude CodeAnthropic
- Use Voya Retirement - Serco Inc. 401(k) Retirement Plan with Claude CoworkAnthropic
- Use Voya Retirement - Serco Inc. 401(k) Retirement Plan with Claude DesktopAnthropic
- Use Voya Retirement - Serco Inc. 401(k) Retirement Plan with CursorAnysphere
- Use Voya Retirement - Serco Inc. 401(k) Retirement Plan with GeminiGoogle
- Use Voya Retirement - Serco Inc. 401(k) Retirement Plan with GrokxAI
- Use Voya Retirement - Serco Inc. 401(k) Retirement Plan with Hermes AgentNousResearch
Other banks you can use with Copilot Studio
Institutions in the same market that Copilot Studio can query through BankSync MCP.
- Use Chase with Copilot Studio🇺🇸 United States
- Use American Express with Copilot Studio🇺🇸 United States
- Use Capital One with Copilot Studio🇺🇸 United States
- Use Wells Fargo with Copilot Studio🇺🇸 United States
- Use Fidelity with Copilot Studio🇺🇸 United States
- Use Citibank Online with Copilot Studio🇺🇸 United States
- Use Bank of America with Copilot Studio🇺🇸 United States
- Use Charles Schwab with Copilot Studio🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Voya Retirement - Serco Inc. 401(k) Retirement Plan. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.