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