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