Use Salesforce Agentforce with Questrade
BankSync's MCP server can let Salesforce Agentforce query supported Questrade 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 Questrade or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Salesforce Agentforce to Questrade
one key, every agent
Search for Questrade in BankSync
Sign up for BankSync and, if Questrade 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 Questrade transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported Questrade 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 Questrade
Accounts
List the Questrade accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported Questrade accounts.
Holdings
View supported investment positions, quantities, and market values from Questrade.
Trades
Access supported investment trade and activity history from Questrade.
Orders
Access supported open and pending investment orders from Questrade.
Ready to connect Salesforce Agentforce to Questrade?
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BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Questrade. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.