BankSync's MCP server connects Salesforce Agentforce to Tasi Bank , 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 Tasi Bank 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 Tasi Bank transactions, balances, and more using natural language.
Add this configuration to connect Salesforce Agentforce to your Tasi Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Tasi Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Tasi Bank accounts.
List all checking, savings, and investment accounts linked through Tasi Bank .
View investment positions, quantities, and market values from Tasi Bank brokerage accounts.
Access buy/sell/dividend transactions from your Tasi Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Tasi Bank 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 Tasi Bank . All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.