BankSync's MCP server connects Salesforce Agentforce to Higginbotham (Flex Benefits), 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 Higginbotham (Flex Benefits) 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 Higginbotham (Flex Benefits) transactions, balances, and more using natural language.
Add this configuration to connect Salesforce Agentforce to your Higginbotham (Flex Benefits) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Higginbotham (Flex Benefits) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Higginbotham (Flex Benefits) accounts.
List all checking, savings, and investment accounts linked through Higginbotham (Flex Benefits).
View investment positions, quantities, and market values from Higginbotham (Flex Benefits) brokerage accounts.
Access buy/sell/dividend transactions from your Higginbotham (Flex Benefits) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Higginbotham (Flex Benefits) loans.
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