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