BankSync's MCP server connects Salesforce Agentforce to Extraco Banks, 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 Extraco Banks 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 Extraco Banks transactions, balances, and more using natural language.
Add this configuration to connect Salesforce Agentforce to your Extraco Banks data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Extraco Banks transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Extraco Banks accounts.
List all checking, savings, and investment accounts linked through Extraco Banks.
View investment positions, quantities, and market values from Extraco Banks brokerage accounts.
Access buy/sell/dividend transactions from your Extraco Banks investment accounts.
Check outstanding balances, interest rates, and payment schedules for Extraco Banks loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Extraco Banks. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.