Use Salesforce Agentforce with Solo by MYOB

BankSync's MCP server can let Salesforce Agentforce query supported Solo by MYOB 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 Solo by MYOB 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 Solo by MYOB

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

Search for Solo by MYOB in BankSync

Sign up for BankSync and, if Solo by MYOB 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 Solo by MYOB transactions, balances, and more using natural language.

Salesforce Agentforce MCP Configuration

Add this configuration to let Salesforce Agentforce query supported Solo by MYOB 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 Solo by MYOB

Accounts

List the Solo by MYOB accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Solo by MYOB transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Solo by MYOB accounts.

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Salesforce Agentforce setup guide Solo by MYOB details MCP tools reference

Use Solo by MYOB 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 Solo by MYOB. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.