How to Connect OpenClaw to Your Shareworks by Morgan Stanley Account Using Truthifi

Searching for "OpenClaw Shareworks by Morgan Stanley"? You're in the right place. Shareworks by Morgan Stanley is where equity compensation lives for employees of public and private companies — RSU grants, stock options, ESPP accounts, and performance shares. Until now, getting "OpenClaw for Shareworks" meant either running a local model against exported grant data or paying a monthly AI subscription just to ask questions about your own equity.

Truthifi changes that. With an OpenClaw Shareworks by Morgan Stanley connection using Truthifi, OpenClaw — a free, open-source MCP-aware AI client — can see your live Shareworks equity data through the same read-only MCP infrastructure that powers our paid integrations. Truthifi normalizes your grant history on connection, reconciles vesting milestones, and stitches multi-grant data into one clean timeline. Your Shareworks credentials are never stored, and the connector cannot exercise options, sell shares, or change anything in your account.

This guide walks you through setup (about 5 minutes), explains what Truthifi allows and blocks with your Shareworks data, and shows how to get solid equity-compensation analysis without a per-month AI subscription.

2. What You Need

• Active Shareworks by Morgan Stanley account with web portal or mobile access enabled

• OpenClaw client (free / open source) — desktop or self-hosted

• Your Shareworks portal login credentials ready for the aggregator handoff

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Want a hosted AI option? See /connect/chatgpt-shareworks

3. How to Connect OpenClaw to Your Shareworks by Morgan Stanley Account

Ready to connect OpenClaw to financial accounts? Here's how to link OpenClaw to your Shareworks profile using Truthifi.

1. Install OpenClaw. Download OpenClaw from openclaw.org (or self-host from the public repo). Launch the client and complete first-run setup.

2. Add the Truthifi MCP server. In OpenClaw, open Settings → MCP Servers → Add Server. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Save.

3. Authorize your Shareworks accounts. OpenClaw opens Truthifi's OAuth screen in your browser. Sign in to your Truthifi account, choose Shareworks by Morgan Stanley from the institution list, complete the BAA/Plaid/Yodlee aggregator handoff with your Shareworks credentials, and pick which equity grants and accounts to share with OpenClaw.

4. Pick your local or remote model. OpenClaw works with local models (Llama, Mistral, and others) or remote API models you bring yourself. Choose one in Settings → Model. The Truthifi connector works the same regardless.

5. Verify the connection. Ask: "List all my Shareworks grants with grant type, current vested shares, unvested shares, and estimated value at today's price." If OpenClaw responds with your real figures, you're live.

[Connect OpenClaw to Shareworks by Morgan Stanley →]

Your Shareworks account is now linked to OpenClaw for free, read-only equity-compensation analysis on your own terms.

4. Example Prompts for OpenClaw

• Local Grant Summary Table — "Pull all my Shareworks equity grants. Output a table showing grant type (RSU/ISO/NSO/ESPP/PSU), grant date, vested shares, unvested shares, strike price (where applicable), and estimated current value. Write it to my local notes folder."

• Vesting Schedule CSV — "List all upcoming RSU vesting events in Shareworks by date for the next 24 months. Output a CSV with date, number of units vesting, estimated gross value at today's price, and estimated net shares after withholding. Save locally."

• Option Expiration Tracker — "List all my Shareworks stock options with their expiration dates, strike prices, and current spread. Sort by expiration date ascending. Output a markdown table and flag any options expiring in the next 12 months."

• ESPP Calculation — "Pull my current Shareworks ESPP enrollment details. Calculate the effective return on my ESPP contributions at the current stock price, including the purchase price discount. Output the math as a short summary I can save locally."

• Local Tax-Prep Equity Summary — "Pull RSU vesting events and any option exercises from my Shareworks account for this calendar year. Output a clean summary of income recognized by event, estimated withholding, and net proceeds. Save to my local tax folder."

• Concentration Risk Table — "Using my total Shareworks equity position, calculate what percentage of my stated total net worth is in my employer's stock. Show me the math and output a simple markdown table breaking down each grant bucket's contribution to the total concentration."

• Multi-Grant Net Value — "Sum the current value of all my Shareworks grants — vested RSUs, unvested RSUs at current price, in-the-money options, and ESPP. Output a simple markdown table showing each bucket and the grand total."

• Privacy-Safe Year-End Summary — "Generate a year-end equity compensation summary from my Shareworks data: total vested equity value, unvested equity value, grants expiring this year, and upcoming milestones in the next 12 months. Save as markdown to my local folder."

• ISO vs. NSO Breakdown — "Separate my Shareworks options by type — ISO versus NSO. For each, list the grant, shares, strike price, and spread. Output a markdown table and note the key tax treatment differences between the two types."

5. Why Truthifi?

5.1. Security

Your Shareworks username and password never touch Truthifi's servers. Authentication occurs directly through Shareworks's aggregator handoff (BAA, Plaid, or Yodlee), creating a read-only, protocol-enforced connection secured with AES-256 encryption. OpenClaw receives only scoped data tokens. You maintain complete control and can revoke access anytime from your Shareworks portal or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from Shareworks by Morgan Stanley or any institution. You decide which specific grants or accounts OpenClaw can access. Data is not sold to third parties. Because OpenClaw can run with local models, you can keep the full reasoning chain on your own machine — no data leaves your hardware except the MCP request to Truthifi for live grant values and vesting details.

5.3. Audit Trail

Every MCP data request is logged in your Truthifi dashboard, regardless of which AI client made it. When OpenClaw pulls Shareworks data into an answer, the timestamp and specific fields accessed are recorded. You can review the logs anytime.

5.4. Data Quality

When Shareworks delivers raw equity data through its aggregator partners, grant records and vesting milestones can be inconsistent. Truthifi rebuilds that history from multiple aggregation sources, normalizes grant and security records, and resolves timing mismatches — so OpenClaw and any local model you run with it work on clean data, not raw aggregator output.

6. About OpenClaw

OpenClaw is a free, open-source MCP-aware AI client. It can run with local models (Llama, Mistral, and other open-weights models) or remote API models that you bring yourself. There is no OpenClaw subscription — you download the client, point it at whatever model you want, and connect MCP servers like Truthifi to give it data.

For Shareworks specifically, OpenClaw is the right choice when you want: (1) no monthly subscription, (2) maximum control over which model sees your equity data, or (3) the ability to run analysis entirely on your own hardware. OpenClaw doesn't have the polish of the hosted assistants, but it gets you the same Shareworks grant data through the same read-only Truthifi MCP connector — for free.

7. About Shareworks by Morgan Stanley

Shareworks by Morgan Stanley is an equity compensation and stock plan administration platform that serves employees of public and private companies managing RSUs, stock options, ESPPs, PSUs, and ESOPs. The original platform was built by Solium Capital, founded in 1999 in Calgary, Alberta, Canada. Morgan Stanley acquired Solium Capital in May 2019 for approximately CAD$1.1 billion (US$900 million) — a 40% premium over Solium's trading price — and rebranded it as Shareworks by Morgan Stanley.

Today, Morgan Stanley at Work serves more than 3,400 stock plan clients globally (including Shareworks and E*TRADE Corporate Services) as of July 2024. In 2025, Morgan Stanley opened AI agent access to the Shareworks and Equity Edge platforms. Third-party read-only access is brokered through BAA, Plaid, and Yodlee.

• Headquarters: New York, NY

• Founded: 1999 (as Solium Capital; acquired by Morgan Stanley 2019)

• Parent: Morgan Stanley

• Scale: 3,400+ stock plan clients globally as of July 2024

• Authentication: Username/password and two-factor authentication via the Shareworks portal or mobile app

• Data aggregators: BAA, Plaid, Yodlee

• Supported account types: RSUs, Stock options (ISO/NSO), ESPP, PSUs, ESOPs, Cap table management, Equity grant administration

Shareworks website → · About Shareworks →

8. Frequently Asked Questions

Is it safe to connect my Shareworks account using Truthifi?

Yes. Your Shareworks login happens on Shareworks's own authentication screen through the aggregator handoff (BAA, Plaid, or Yodlee). Your username, password, and MFA codes never pass through Truthifi's servers. OpenClaw receives only a scoped, read-only data token — it cannot exercise options, sell shares, or change Shareworks settings. Every data request is logged, and you can revoke access at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

What can Truthifi actually do with my Shareworks data?

Truthifi pulls equity grants, vesting schedules, strike prices, ESPP details, and PSU data from your Shareworks account and exposes them to OpenClaw through a read-only MCP connector. OpenClaw can list grants, calculate values, summarize vesting schedules, and write output to your local filesystem. It cannot exercise options, sell shares, or change anything on Shareworks.

Do I need a paid OpenClaw plan to use this with Shareworks?

No. OpenClaw is free and open source. There is no subscription. You install the client, point it at a model (local or remote), and connect Truthifi as an MCP server. The only paid layer would be if you choose to use a paid remote model API — but that's optional.

Can I run OpenClaw with a fully local model so nothing leaves my machine?

Yes. OpenClaw supports local models (Llama, Mistral, and others). With a local model, the reasoning stays on your hardware. The only data that leaves your machine is the MCP request to Truthifi, which is required to fetch your live Shareworks grant values. Many privacy-focused equity holders prefer this setup.

Where is my Shareworks data stored?

Your equity and grant data is fetched on demand from Shareworks's aggregator feeds via Truthifi, used during the active OpenClaw session, and not retained in OpenClaw memory between sessions unless you explicitly save it to your filesystem. Truthifi caches a normalized history so OpenClaw has consistent context, and you can clear it from your dashboard at any time.

How do I disconnect OpenClaw from Truthifi?

Open OpenClaw → Settings → MCP Servers → find Truthifi → Remove. You can also revoke access from your Shareworks portal or your Truthifi dashboard. Disconnecting OpenClaw does not affect any other AI you have connected through Truthifi.

How does Truthifi compare to other options for Shareworks?

What about my financial advisor or equity-comp specialist?

Your advisor delivers tailored guidance on exercise timing and diversification. OpenClaw — with read-only Shareworks data — lets you run your own analysis on your own terms without paying a hosted AI subscription.

What Shareworks account types does Truthifi support?

Truthifi supports Shareworks RSU grants, stock options (ISO/NSO), ESPP accounts, PSUs, and ESOP positions when they appear in the aggregator feed.

Can OpenClaw output equity analysis to local files?

Yes. OpenClaw can write grant tables, vesting schedules, tax summaries, and option expiration trackers to your local filesystem — markdown, CSV, or plain text — which many equity holders prefer for privacy and record-keeping.

Can I connect both OpenClaw and ChatGPT to my Shareworks account?

Yes. Each AI connection using Truthifi is independent. Connecting OpenClaw does not expose your Shareworks data to ChatGPT, and vice versa.

Does this replace Shareworks itself?

No. Shareworks remains the system of record for your equity. OpenClaw + Truthifi is for local analysis and decision support.

How is OpenClaw different from ChatGPT for Shareworks analysis?

OpenClaw is free, locally runnable, and gives you maximum control over your data and model. ChatGPT is a hosted service with a polished interface and internet access. Both use the same Truthifi MCP connector. The choice comes down to cost, privacy preference, and control.

Can OpenClaw help with tax planning using my Shareworks data?

Yes. OpenClaw can pull RSU vesting income, option exercise data, and ESPP purchase history from Shareworks via Truthifi and output summaries locally for your CPA. It is not a tax advisor and does not file returns. Equity compensation taxation is nuanced — pair its output with a qualified tax professional.

Who can see my Shareworks data?

Only you, and only OpenClaw during an active session where Truthifi is active. If you run a local model, the reasoning stays on your hardware. Truthifi does not sell data, does not earn commissions on Shareworks products, and does not share your data with advertisers.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like OpenClaw talk to external data sources through a structured, read-only interface. When you connect OpenClaw to Shareworks by Morgan Stanley using Truthifi, you are using a Truthifi MCP server — infrastructure that translates OpenClaw's requests into safe, scoped MCP API calls against your live Shareworks data.

Truthifi runs MCP servers across finance: MCP banking, MCP investment, MCP brokerage, MCP crypto. Each connector is read-only, protocol-enforced, and audit-logged. For Shareworks, the MCP investment integration covers RSU grants, stock options, ESPP accounts, PSUs, and cap table positions.

For developers, Truthifi's MCP API is documented for custom MCP integration work — building self-hosted equity dashboards, internal tools, or local pipelines that route Shareworks grant data into any MCP-aware client. The same security model applies: no credentials, read-only scopes, full audit trail.

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• ChatGPT + Shareworks guide

• Claude + Shareworks guide

• Perplexity + Shareworks guide

• Grok + Shareworks guide

Informational only. Not financial advice. Equity compensation is complex and has significant tax implications; consult a qualified financial advisor or CPA before making decisions. Truthifi is an independent platform and is not affiliated with Shareworks by Morgan Stanley or Morgan Stanley. This guide reflects current product functionality as of June 2026.

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Title: OpenClaw Shareworks by Morgan Stanley — Connect Using Truthifi | Free AI Equity Analysis Meta Description: Connect OpenClaw to your Shareworks by Morgan Stanley account using Truthifi. Free, open-source MCP client. Live RSU data, local model support, read-only connector. Setup takes 5 minutes. H1: How to Connect OpenClaw to Your Shareworks by Morgan Stanley Account Using Truthifi Canonical URL: https://truthifi.com/connect/openclaw-shareworks