BankSync's MCP server connects Salesforce Agentforce to Crescent, 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 Crescent account through Plaid.
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 Crescent transactions, balances, and more using natural language.
Add this configuration to connect Salesforce Agentforce to your Crescent data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Crescent transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Crescent accounts.
List all checking, savings, and investment accounts linked through Crescent.
View investment positions, quantities, and market values from Crescent brokerage accounts.
Access buy/sell/dividend transactions from your Crescent investment accounts.
Check outstanding balances, interest rates, and payment schedules for Crescent loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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