Use Claude Code with Morningstar Managed Portfolios - Client Access
BankSync's MCP server can let Claude Code query supported Morningstar Managed Portfolios - Client Access 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 Morningstar Managed Portfolios - Client Access or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Morningstar Managed Portfolios - Client Access
Search for Morningstar Managed Portfolios - Client Access in BankSync
Sign up for BankSync and, if Morningstar Managed Portfolios - Client Access is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Morningstar Managed Portfolios - Client Access transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Morningstar Managed Portfolios - Client Access account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from Morningstar Managed Portfolios - Client Access
Accounts
List the Morningstar Managed Portfolios - Client Access accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Morningstar Managed Portfolios - Client Access transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Morningstar Managed Portfolios - Client Access accounts.
Holdings
View supported investment positions, quantities, and market values from Morningstar Managed Portfolios - Client Access.
Trades
Access supported investment trade and activity history from Morningstar Managed Portfolios - Client Access.
Loans
Check supported loan balances and provider-supplied liability details from Morningstar Managed Portfolios - Client Access.
Ready to connect Claude Code to Morningstar Managed Portfolios - Client Access?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Morningstar Managed Portfolios - Client Access with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Chase with Claude Code🇺🇸 United States
- Use American Express with Claude Code🇺🇸 United States
- Use Capital One with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Morningstar Managed Portfolios - Client Access. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.