Use Copilot Studio with Wealthfront
BankSync's MCP server can let Copilot Studio query supported Wealthfront 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 Wealthfront or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Wealthfront
Search for Wealthfront in BankSync
Sign up for BankSync and, if Wealthfront 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 Wealthfront transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Wealthfront 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 Wealthfront
Accounts
List the Wealthfront accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Wealthfront transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Wealthfront accounts.
Holdings
View supported investment positions, quantities, and market values from Wealthfront.
Trades
Access supported investment trade and activity history from Wealthfront.
Loans
Check supported loan balances and provider-supplied liability details from Wealthfront.
Ready to connect Copilot Studio to Wealthfront?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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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 Citibank Online with Copilot Studio🇺🇸 United States
- Use Fidelity 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 Wealthfront. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.