Use Salesforce Agentforce with Mercer Wealth Solutions
BankSync's MCP server can let Salesforce Agentforce query supported Mercer Wealth Solutions 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 Mercer Wealth Solutions or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Salesforce Agentforce to Mercer Wealth Solutions
Search for Mercer Wealth Solutions in BankSync
Sign up for BankSync and, if Mercer Wealth Solutions 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 Mercer Wealth Solutions transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported Mercer Wealth Solutions 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 Mercer Wealth Solutions
Accounts
List the Mercer Wealth Solutions accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Mercer Wealth Solutions transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Mercer Wealth Solutions accounts.
Holdings
View supported investment positions, quantities, and market values from Mercer Wealth Solutions.
Trades
Access supported investment trade and activity history from Mercer Wealth Solutions.
Loans
Check supported loan balances and provider-supplied liability details from Mercer Wealth Solutions.
Ready to connect Salesforce Agentforce to Mercer Wealth Solutions?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Mercer Wealth Solutions with another agent
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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.
- Use Chase with Salesforce Agentforce🇺🇸 United States
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- Use Citibank Online with Salesforce Agentforce🇺🇸 United States
- Use Fidelity with Salesforce Agentforce🇺🇸 United States
- Use Bank of America with Salesforce Agentforce🇺🇸 United States
- Use Charles Schwab with Salesforce Agentforce🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Mercer Wealth Solutions. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.