Use Salesforce Agentforce with Cetera Financial Group
BankSync's MCP server can let Salesforce Agentforce query supported Cetera Financial Group 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 Cetera Financial Group or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Salesforce Agentforce to Cetera Financial Group
Search for Cetera Financial Group in BankSync
Sign up for BankSync and, if Cetera Financial Group 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 Cetera Financial Group transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported Cetera Financial Group 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 Cetera Financial Group
Accounts
List the Cetera Financial Group accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Cetera Financial Group transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Cetera Financial Group accounts.
Holdings
View supported investment positions, quantities, and market values from Cetera Financial Group.
Trades
Access supported investment trade and activity history from Cetera Financial Group.
Loans
Check supported loan balances and provider-supplied liability details from Cetera Financial Group.
Ready to connect Salesforce Agentforce to Cetera Financial Group?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Cetera Financial Group. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.