BankSync's MCP server connects Copilot CLI to Zolve, 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 Zolve account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Copilot CLI using your API key. Follow our Copilot CLI setup guide for step-by-step instructions.
Ask Copilot CLI about your Zolve transactions, balances, and more using natural language.
Add this configuration to connect Copilot CLI to your Zolve data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Zolve transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Zolve accounts.
List all checking, savings, and investment accounts linked through Zolve.
View investment positions, quantities, and market values from Zolve brokerage accounts.
Access buy/sell/dividend transactions from your Zolve investment accounts.
Check outstanding balances, interest rates, and payment schedules for Zolve loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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