BankSync's MCP server connects Copilot Studio to WeStreet 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 WeStreet 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 WeStreet Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Copilot Studio to your WeStreet Credit Union data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query WeStreet Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your WeStreet Credit Union accounts.
List all checking, savings, and investment accounts linked through WeStreet Credit Union.
View investment positions, quantities, and market values from WeStreet Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your WeStreet Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for WeStreet Credit Union loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started Free