Use Salesforce Agentforce with UMB Bank
BankSync's MCP server can let Salesforce Agentforce query supported UMB Bank 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 UMB Bank or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Salesforce Agentforce to UMB Bank
Search for UMB Bank in BankSync
Sign up for BankSync and, if UMB Bank 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 UMB Bank transactions, balances, and more using natural language.
Salesforce Agentforce MCP Configuration
Add this configuration to let Salesforce Agentforce query supported UMB Bank 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 UMB Bank
Accounts
List the UMB Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported UMB Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported UMB Bank accounts.
Holdings
View supported investment positions, quantities, and market values from UMB Bank.
Trades
Access supported investment trade and activity history from UMB Bank.
Loans
Check supported loan balances and provider-supplied liability details from UMB Bank.
Ready to connect Salesforce Agentforce to UMB Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use UMB Bank 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.
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BankSync is not affiliated with, endorsed by, or an official partner of Salesforce Agentforce or UMB Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.