BankSync's MCP server connects Salesforce Agentforce to Invesco - CollegeBound 529, 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 Invesco - CollegeBound 529 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 Invesco - CollegeBound 529 transactions, balances, and more using natural language.
Add this configuration to connect Salesforce Agentforce to your Invesco - CollegeBound 529 data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Invesco - CollegeBound 529 transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Invesco - CollegeBound 529 accounts.
List all checking, savings, and investment accounts linked through Invesco - CollegeBound 529.
View investment positions, quantities, and market values from Invesco - CollegeBound 529 brokerage accounts.
Access buy/sell/dividend transactions from your Invesco - CollegeBound 529 investment accounts.
Check outstanding balances, interest rates, and payment schedules for Invesco - CollegeBound 529 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 Invesco - CollegeBound 529. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.