BankSync's MCP server connects Salesforce Agentforce to Service Credit Union, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Service Credit Union account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Salesforce Agentforce using your API key. Follow our Salesforce Agentforce setup guide for step-by-step instructions.
Ask Salesforce Agentforce about your Service Credit Union transactions, balances, and more using natural language.
Add this configuration to connect Salesforce Agentforce to your Service Credit Union data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Service Credit Union transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Service Credit Union accounts.
List all checking, savings, and investment accounts linked through Service Credit Union.
View investment positions, quantities, and market values from Service Credit Union brokerage accounts.
Access buy/sell/dividend transactions from your Service Credit Union investment accounts.
Check outstanding balances, interest rates, and payment schedules for Service Credit Union loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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