Use Copilot Studio with Morgan Stanley
BankSync's MCP server can let Copilot Studio query supported Morgan Stanley account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Morgan Stanley or Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Copilot Studio to Morgan Stanley
Search for Morgan Stanley in BankSync
Sign up for BankSync and, if Morgan Stanley is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Copilot Studio
Add the BankSync MCP server to Copilot Studio using your API key. Follow our Copilot Studio setup guide for step-by-step instructions.
Start querying
Ask Copilot Studio about supported Morgan Stanley transactions, balances, and more using natural language.
Copilot Studio MCP Configuration
Add this configuration to let Copilot Studio query supported Morgan Stanley account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Copilot Studio can access from Morgan Stanley
Accounts
List the Morgan Stanley accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Morgan Stanley transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Morgan Stanley accounts.
Holdings
View supported investment positions, quantities, and market values from Morgan Stanley.
Trades
Access supported investment trade and activity history from Morgan Stanley.
Loans
Check supported loan balances and provider-supplied liability details from Morgan Stanley.
Ready to connect Copilot Studio to Morgan Stanley?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio or Morgan Stanley. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.