BankSync's MCP server connects Relevance AI 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 Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Ask Relevance AI about your Morgan Stanley - StockPlan Connect / Benefit Access transactions, balances, and more using natural language.
Add this configuration to connect Relevance AI 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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