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Chase
Bank of America
Wells Fargo
Capital One
Citi
Fidelity
Schwab
CommBank
Westpac
ANZ
Up Bank
RBC
Scotiabank
CIBC
BankSync

Bank data for spreadsheets, Notion, databases, and AI agents. 11,000+ institutions around the world.

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Copilot CLI + BankSync MCP

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.

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36 tools available·banksync

Setup in 3 steps

Add live bank data to your terminal coding agent.

1

Generate a BankSync API key

Sign up, connect your banks, and create an API key from the Developers section.

2

Add BankSync MCP config

Add the MCP server configuration to your Copilot CLI settings to register BankSync as a custom MCP server.

3

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.

.github/copilot/mcp.json
{
  "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

●

11,000+ Banks

Access financial data from major US & Canadian institutions through secure open banking 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 Free

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