Use Salesforce Agentforce with Leidos Your Retirement Center
BankSync's MCP server can let Salesforce Agentforce query supported Leidos Your Retirement Center account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Leidos Your Retirement Center or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Salesforce Agentforce to Leidos Your Retirement Center
Search for Leidos Your Retirement Center in BankSync
Sign up for BankSync and, if Leidos Your Retirement Center is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Salesforce Agentforce
Add the BankSync MCP server to Salesforce Agentforce using your API key. Follow our Salesforce Agentforce setup guide for step-by-step instructions.
Start querying
Ask Salesforce Agentforce about supported Leidos Your Retirement Center transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported Leidos Your Retirement Center account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Salesforce Agentforce can access from Leidos Your Retirement Center
Accounts
List the Leidos Your Retirement Center accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Leidos Your Retirement Center transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Leidos Your Retirement Center accounts.
Holdings
View supported investment positions, quantities, and market values from Leidos Your Retirement Center.
Trades
Access supported investment trade and activity history from Leidos Your Retirement Center.
Loans
Check supported loan balances and provider-supplied liability details from Leidos Your Retirement Center.
Ready to connect Salesforce Agentforce to Leidos Your Retirement Center?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Leidos Your Retirement Center with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Salesforce Agentforce
Institutions in the same market that Salesforce Agentforce can query through BankSync MCP.
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- Use Charles Schwab with Salesforce Agentforce🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Leidos Your Retirement Center. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.