Use Salesforce Agentforce with Carta
BankSync's MCP server can let Salesforce Agentforce query supported Carta 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 Carta or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Salesforce Agentforce to Carta
Search for Carta in BankSync
Sign up for BankSync and, if Carta 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 Carta transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported Carta 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 Carta
Accounts
List the Carta accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Carta transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Carta accounts.
Holdings
View supported investment positions, quantities, and market values from Carta.
Trades
Access supported investment trade and activity history from Carta.
Loans
Check supported loan balances and provider-supplied liability details from Carta.
Ready to connect Salesforce Agentforce to Carta?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Carta with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Salesforce Agentforce
Institutions in the same market that Salesforce Agentforce can query through BankSync MCP.
- Use Valley Bank - Personal with Salesforce Agentforce🇺🇸 United States
- Use FM Bank (MN) - Business with Salesforce Agentforce🇺🇸 United States
- Use Valley Bank of Nevada - Business with Salesforce Agentforce🇺🇸 United States
- Use Axos Bank with Salesforce Agentforce🇺🇸 United States
- Use Alight - UBS with Salesforce Agentforce🇺🇸 United States
- Use Bay Credit Union with Salesforce Agentforce🇺🇸 United States
- Use Bright Start - College Savings Program (IL) - Individual with Salesforce Agentforce🇺🇸 United States
- Use Manulife GRS with Salesforce Agentforce🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Carta. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.