BankSync's MCP server can let Salesforce Agentforce query supported Wealthfront 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 Wealthfront or Salesforce Agentforce. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Wealthfront is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Wealthfront transactions, balances, and more using natural language.
Add this configuration to let Salesforce Agentforce query supported Wealthfront account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Wealthfront transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Wealthfront accounts.
List all checking, savings, and investment accounts linked through Wealthfront.
View investment positions, quantities, and market values from Wealthfront brokerage accounts.
Access buy/sell/dividend transactions from your Wealthfront investment accounts.
Check outstanding balances, interest rates, and payment schedules for Wealthfront 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 Wealthfront. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.