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BankSync
Morningstar Managed Portfolios - Client Access
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Copilot Studio

Use Copilot Studio with Morningstar Managed Portfolios - Client Access

BankSync's MCP server can let Copilot Studio 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 Copilot Studio. Names are used only to describe potential account-data coverage and client compatibility.

United StatesPlatformMCP Connected
Get Started FreeCopilot Studio Setup Guide

How to connect Copilot Studio to Morningstar Managed Portfolios - Client Access

Creating a BankSync API key for an AI agent
one key, every agent
1

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.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

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.

4

Start querying

Ask Copilot Studio about supported Morningstar Managed Portfolios - Client Access transactions, balances, and more using natural language.

Copilot Studio MCP Configuration

Add this configuration to let Copilot Studio query supported Morningstar Managed Portfolios - Client Access account data through BankSync.

Copilot Studio Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Copilot Studio 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 Copilot Studio to Morningstar Managed Portfolios - Client Access?

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Copilot Studio setup guideMorningstar Managed Portfolios - Client Access detailsMCP tools reference

Use Morningstar Managed Portfolios - Client Access with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Copilot Studio

Institutions in the same market that Copilot Studio can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Copilot Studio 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.