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BankSync
Luminus Financial - Personal Banking
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Salesforce Agentforce

Use Salesforce Agentforce with Luminus Financial - Personal Banking

BankSync's MCP server can let Salesforce Agentforce query supported Luminus Financial - Personal Banking 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 Luminus Financial - Personal Banking or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started FreeSalesforce Agentforce Setup Guide

How to connect Salesforce Agentforce to Luminus Financial - Personal Banking

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for Luminus Financial - Personal Banking in BankSync

Sign up for BankSync and, if Luminus Financial - Personal Banking is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

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.

4

Start querying

Ask Salesforce Agentforce about supported Luminus Financial - Personal Banking transactions, balances, and more using natural language.

Salesforce Agentforce MCP Configuration

Add this configuration to let Salesforce Agentforce query supported Luminus Financial - Personal Banking account data through BankSync.

Salesforce Agentforce Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Salesforce Agentforce can access from Luminus Financial - Personal Banking

Accounts

List the Luminus Financial - Personal Banking accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Luminus Financial - Personal Banking transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Luminus Financial - Personal Banking accounts.

Holdings

View supported investment positions, quantities, and market values from Luminus Financial - Personal Banking.

Trades

Access supported investment trade and activity history from Luminus Financial - Personal Banking.

Loans

Check supported loan balances and provider-supplied liability details from Luminus Financial - Personal Banking.

Ready to connect Salesforce Agentforce to Luminus Financial - Personal Banking?

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Salesforce Agentforce setup guideLuminus Financial - Personal Banking detailsMCP tools reference

Use Luminus Financial - Personal Banking with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Salesforce Agentforce

Institutions in the same market that Salesforce Agentforce can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Luminus Financial - Personal Banking. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.