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