Use Salesforce Agentforce with BankMiami
BankSync's MCP server can let Salesforce Agentforce query supported BankMiami 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 BankMiami or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Salesforce Agentforce to BankMiami
one key, every agent
Search for BankMiami in BankSync
Sign up for BankSync and, if BankMiami 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 BankMiami transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported BankMiami 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 BankMiami
Accounts
List the BankMiami accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported BankMiami transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported BankMiami accounts.
Holdings
View supported investment positions, quantities, and market values from BankMiami.
Trades
Access supported investment trade and activity history from BankMiami.
Loans
Check supported loan balances and provider-supplied liability details from BankMiami.
Ready to connect Salesforce Agentforce to BankMiami?
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Use BankMiami with another agent
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 BankMiami. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.