Access bank data in your terminal with Copilot
Connect BankSync MCP server to GitHub Copilot CLI and let the autonomous terminal agent plan, build, and iterate with live transactions, balances, and investments.
Setup in 3 steps
Add live bank data to your terminal coding agent.
Generate a BankSync API key
Sign up, connect your banks, and create an API key from the Developers section.
Add BankSync MCP config
Add the MCP server configuration to your Copilot CLI settings to register BankSync as a custom MCP server.
Query bank data from terminal
Run Copilot CLI and start querying transactions, balances, and investments directly from your terminal.
MCP Server Configuration
Add to your Copilot CLI MCP config.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What you can do
Let the autonomous terminal agent handle financial data tasks — locally or in the cloud.
Terminal Financial Queries
Ask Copilot CLI to fetch account balances, recent transactions, and investment holdings directly from your terminal.
Automated Scripts
Let the autonomous agent plan and build shell scripts that pull bank data, generate reports, and automate financial workflows.
Data Pipelines
Build ETL pipelines that extract, transform, and load bank data — Copilot CLI understands your actual data schemas via MCP.
Code Generation
Generate API clients, type definitions, and data models based on real bank transaction structures and account types.
Test Fixtures
Create realistic test data and mock fixtures derived from actual transaction patterns and account structures.
Cloud Agent Delegation
Use the & prefix to delegate complex financial data tasks to the cloud coding agent and /resume to switch between sessions.
Why BankSync for Copilot CLI
10,000+ Banks
Access financial data from major US & Canadian institutions through secure Plaid connectivity.
36 MCP Tools
From listing banks to triggering syncs — everything your terminal coding agent needs.
Cloud Agent Mode
Delegate tasks with & prefix and switch between local and remote sessions with /resume.
Multi-Model Support
Use BankSync MCP tools with Claude Opus 4.6, Sonnet 4.6, GPT-5.3-Codex, or Gemini 3 Pro.
Frequently asked questions
How do I add BankSync MCP to GitHub Copilot CLI?
Generate a BankSync API key, then add the MCP server configuration to your Copilot CLI config. The BankSync tools will be available as MCP tools when you run copilot in your terminal.
Does Copilot CLI support custom MCP servers like BankSync?
Yes. GitHub Copilot CLI ships with the GitHub MCP server built-in and supports adding custom MCP servers like BankSync for domain-specific tools and data access.
What models does Copilot CLI support?
Copilot CLI supports Claude Opus 4.6, Sonnet 4.6, GPT-5.3-Codex, and Gemini 3 Pro. BankSync MCP tools work with all supported models.
Can I delegate BankSync tasks to the cloud coding agent?
Yes. Use the & prefix in Copilot CLI to delegate work to the cloud coding agent. You can use /resume to switch between local and remote sessions seamlessly.
Bank Data in Your Terminal
Connect BankSync to GitHub Copilot CLI and let the autonomous agent build with real financial data. 14-day free trial.
Get Started Free14-day free trial • Cancel anytime