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