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