BankSync's MCP server connects Salesforce Agentforce to BankUnited, N.A.-Lynx, 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 BankUnited, N.A.-Lynx account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Salesforce Agentforce using your API key. Follow our Salesforce Agentforce setup guide for step-by-step instructions.
Ask Salesforce Agentforce about your BankUnited, N.A.-Lynx transactions, balances, and more using natural language.
Add this configuration to connect Salesforce Agentforce to your BankUnited, N.A.-Lynx data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query BankUnited, N.A.-Lynx transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your BankUnited, N.A.-Lynx accounts.
List all checking, savings, and investment accounts linked through BankUnited, N.A.-Lynx.
View investment positions, quantities, and market values from BankUnited, N.A.-Lynx brokerage accounts.
Access buy/sell/dividend transactions from your BankUnited, N.A.-Lynx investment accounts.
Check outstanding balances, interest rates, and payment schedules for BankUnited, N.A.-Lynx loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or BankUnited, N.A.-Lynx. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.