Build financial copilots with Copilot Studio + BankSync
Connect Microsoft Copilot Studio to real-time bank data through the BankSync MCP server. Build enterprise AI agents that query transactions, balances, and investments across 10,000+ financial institutions.
Connect Copilot Studio in 3 steps
Add real-time bank data to your Copilot Studio agents in minutes.
Connect your banks in BankSync
Sign up for BankSync and securely link your bank accounts through open banking APIs. Access 10,000+ financial institutions.
Generate an API key
Go to Workspace > Developers in BankSync and create an API key. This authenticates your Copilot Studio agent.
Add BankSync as an MCP action in Copilot Studio
In Copilot Studio, add a new MCP action with the BankSync server URL and your API key. Enable generative orchestration and start querying financial data.
What you can build
Copilot Studio + BankSync MCP unlocks powerful financial AI agents for your organization.
Enterprise Finance Assistants
Build AI copilots that let finance teams query real-time bank balances, transactions, and cash flow across all company accounts using natural language.
Customer-Facing Banking Agents
Deploy copilots that help customers check balances, review recent transactions, and understand spending patterns through conversational interfaces.
Internal Expense Management Copilots
Create copilots that automate expense categorization, flag anomalies, and generate reports by pulling live transaction data from connected bank accounts.
Financial Reporting Automation
Build copilots that generate financial summaries, reconciliation reports, and cash position updates on demand from real-time bank data.
MCP server configuration
Add this configuration as an MCP action in Copilot Studio. Copilot Studio supports streamable HTTP transport for MCP servers.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Replace bsk_your_key_here with your BankSync API key from Workspace > Developers.
Why BankSync + Copilot Studio
Enterprise-grade financial data access for your Microsoft AI agents.
Enterprise Security
VNet integration, DLP controls, and multiple authentication methods. Your financial data stays within your security boundary.
10,000+ Banks
Connect to over 10,000 financial institutions worldwide through BankSync's secure open banking integrations.
36 MCP Tools
Query transactions, balances, investments, liabilities, and manage sync feeds — all available as MCP tools for your copilot.
Real-Time Data
Copilot Studio agents access live financial data through BankSync's MCP server. No stale data, no batch imports.
Frequently asked questions
How do I connect Copilot Studio to bank data via MCP?
Sign up for BankSync and connect your bank accounts, generate an API key, then add the BankSync MCP server URL and API key as an MCP action in Copilot Studio. Enable generative orchestration in your copilot and start querying financial data through natural language.
Does Copilot Studio support MCP servers?
Yes. MCP (Model Context Protocol) is generally available in Microsoft Copilot Studio as of May 2025. Copilot Studio supports streamable HTTP transport, multiple authentication methods, and enterprise security controls for MCP server connections.
What financial data can Copilot Studio access through BankSync MCP?
Through the BankSync MCP server, Copilot Studio agents can access bank transactions, account balances, investment holdings, loan and credit card data, and manage sync feeds. BankSync provides 36 MCP tools covering transactions, balances, investments, liabilities, feeds, and jobs.
Is it secure to connect Copilot Studio to bank data?
Yes. Copilot Studio provides enterprise-grade security including VNet integration, DLP controls, and multiple authentication methods. BankSync uses API key authentication with scoped permissions, encrypts all data in transit, and never stores banking credentials.
What is generative orchestration in Copilot Studio?
Generative orchestration is a Copilot Studio feature that allows your copilot to dynamically select and invoke MCP tools based on user queries. It is required for MCP server integration and enables your copilot to intelligently choose the right BankSync tools to answer financial questions.
Build Financial Copilots Today
Connect Copilot Studio to real-time bank data with BankSync MCP. 14-day free trial.
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