BankSync's MCP server connects Salesforce Agentforce to Voya Retirement - UPS 401k Savings Plan, 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 Voya Retirement - UPS 401k Savings Plan account through Plaid.
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 Voya Retirement - UPS 401k Savings Plan transactions, balances, and more using natural language.
Add this configuration to connect Salesforce Agentforce to your Voya Retirement - UPS 401k Savings Plan data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Voya Retirement - UPS 401k Savings Plan transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Voya Retirement - UPS 401k Savings Plan accounts.
List all checking, savings, and investment accounts linked through Voya Retirement - UPS 401k Savings Plan.
View investment positions, quantities, and market values from Voya Retirement - UPS 401k Savings Plan brokerage accounts.
Access buy/sell/dividend transactions from your Voya Retirement - UPS 401k Savings Plan investment accounts.
Check outstanding balances, interest rates, and payment schedules for Voya Retirement - UPS 401k Savings Plan loans.
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