BankSync's MCP server connects Salesforce Agentforce to Steadfast REITs, 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 Steadfast REITs account through our secure connection.
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 Steadfast REITs transactions, balances, and more using natural language.
Add this configuration to connect Salesforce Agentforce to your Steadfast REITs data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Steadfast REITs transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Steadfast REITs accounts.
List all checking, savings, and investment accounts linked through Steadfast REITs.
View investment positions, quantities, and market values from Steadfast REITs brokerage accounts.
Access buy/sell/dividend transactions from your Steadfast REITs investment accounts.
Check outstanding balances, interest rates, and payment schedules for Steadfast REITs loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or Steadfast REITs. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.