Use Salesforce Agentforce with MissionSquare RETIREMENT
BankSync's MCP server can let Salesforce Agentforce query supported MissionSquare RETIREMENT 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 MissionSquare RETIREMENT or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Salesforce Agentforce to MissionSquare RETIREMENT
Search for MissionSquare RETIREMENT in BankSync
Sign up for BankSync and, if MissionSquare RETIREMENT 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 MissionSquare RETIREMENT transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported MissionSquare RETIREMENT 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 MissionSquare RETIREMENT
Accounts
List the MissionSquare RETIREMENT accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported MissionSquare RETIREMENT transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported MissionSquare RETIREMENT accounts.
Holdings
View supported investment positions, quantities, and market values from MissionSquare RETIREMENT.
Trades
Access supported investment trade and activity history from MissionSquare RETIREMENT.
Loans
Check supported loan balances and provider-supplied liability details from MissionSquare RETIREMENT.
Ready to connect Salesforce Agentforce to MissionSquare RETIREMENT?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use MissionSquare RETIREMENT with another agent
The same BankSync MCP server and API key work with every one of these.
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- Use MissionSquare RETIREMENT with Claude DesktopAnthropic
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- Use MissionSquare RETIREMENT with GeminiGoogle
- Use MissionSquare RETIREMENT with GrokxAI
- Use MissionSquare RETIREMENT with Hermes AgentNousResearch
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
- Use American Express with Salesforce Agentforce🇺🇸 United States
- Use Capital One with Salesforce Agentforce🇺🇸 United States
- Use Wells Fargo with Salesforce Agentforce🇺🇸 United States
- Use Fidelity with Salesforce Agentforce🇺🇸 United States
- Use Citibank Online 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 MissionSquare RETIREMENT. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.