AustraliaNow Live
·Australian banks now supported via CDR.Browse AU banks
BankSync
Connective Select
Salesforce Agentforce logo
Salesforce Agentforce

Use Salesforce Agentforce with Connective Select

BankSync's MCP server can let Salesforce Agentforce query supported Connective Select 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 Connective Select or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.

AustraliaPlatformMCP Connected
Get Started FreeSalesforce Agentforce Setup Guide

How to connect Salesforce Agentforce to Connective Select

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for Connective Select in BankSync

Sign up for BankSync and, if Connective Select is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

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.

4

Start querying

Ask Salesforce Agentforce about supported Connective Select transactions, balances, and more using natural language.

Salesforce Agentforce MCP Configuration

Add this configuration to let Salesforce Agentforce query supported Connective Select account data through BankSync.

Salesforce Agentforce Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Salesforce Agentforce can access from Connective Select

Accounts

List the Connective Select accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Connective Select transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Connective Select accounts.

Ready to connect Salesforce Agentforce to Connective Select?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

Start your free trial →
Salesforce Agentforce setup guideConnective Select detailsMCP tools reference

Use Connective Select 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.

BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Connective Select. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.