Use Salesforce Agentforce with Bank of America
BankSync's MCP server can let Salesforce Agentforce query supported Bank of America 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 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
Search for Bank of America in BankSync
Sign up for BankSync and, if Bank of America 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 transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported Bank of America 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
Accounts
List the Bank of America accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Bank of America transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Bank of America accounts.
Loans
Check supported loan balances and provider-supplied liability details from Bank of America.
Ready to connect Salesforce Agentforce to Bank of America?
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The same BankSync MCP server and API key work with every one of these.
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BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Bank of America. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.