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