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