Use Salesforce Agentforce with Bank of America Private Bank
BankSync's MCP server can let Salesforce Agentforce query supported Bank of America Private Bank 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 Bank of America Private Bank or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Salesforce Agentforce to Bank of America Private Bank
one key, every agent
Search for Bank of America Private Bank in BankSync
Sign up for BankSync and, if Bank of America Private Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Salesforce Agentforce
Add the BankSync MCP server to Salesforce Agentforce using your API key. Follow our Salesforce Agentforce setup guide for step-by-step instructions.
Start querying
Ask Salesforce Agentforce about supported Bank of America Private Bank transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported Bank of America Private Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Salesforce Agentforce can access from Bank of America Private Bank
Accounts
List the Bank of America Private Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Bank of America Private Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Bank of America Private Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Bank of America Private Bank.
Trades
Access supported investment trade and activity history from Bank of America Private Bank.
Loans
Check supported loan balances and provider-supplied liability details from Bank of America Private Bank.
Ready to connect Salesforce Agentforce to Bank of America Private Bank?
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BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Bank of America Private Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.