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