Use Salesforce Agentforce with Origin Bank - Personal/Business Banking

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

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Get Started Free Salesforce Agentforce Setup Guide

How to connect Salesforce Agentforce to Origin Bank - Personal/Business Banking

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

Search for Origin Bank - Personal/Business Banking in BankSync

Sign up for BankSync and, if Origin Bank - Personal/Business Banking 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 Origin Bank - Personal/Business Banking transactions, balances, and more using natural language.

Salesforce Agentforce MCP Configuration

Add this configuration to let Salesforce Agentforce query supported Origin Bank - Personal/Business 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 Origin Bank - Personal/Business Banking

Accounts

List the Origin Bank - Personal/Business Banking accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Origin Bank - Personal/Business Banking transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Origin Bank - Personal/Business Banking accounts.

Holdings

View supported investment positions, quantities, and market values from Origin Bank - Personal/Business Banking.

Trades

Access supported investment trade and activity history from Origin Bank - Personal/Business Banking.

Loans

Check supported loan balances and provider-supplied liability details from Origin Bank - Personal/Business Banking.

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Salesforce Agentforce setup guide Origin Bank - Personal/Business Banking details MCP tools reference

Use Origin Bank - Personal/Business 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 Origin Bank - Personal/Business Banking. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.