Connect BankSync MCP server to Salesforce Agentforce and give your AI agents access to live transactions, balances, and investments within Salesforce.
Add live bank data to your Salesforce workflow in minutes.
Sign up, connect your banks, and create an API key from the Developers section.
Add the BankSync MCP server configuration in your Agentforce agent settings with your API key.
Start querying bank data from within Salesforce through your Agentforce AI agents.
Add this configuration to your Agentforce agent settings.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Enrich your Salesforce workflows with real financial data.
Enrich Salesforce customer records with real bank data for complete financial profiles and better service.
Build Agentforce agents that automate financial service workflows with live bank data access.
Qualify leads for financial products using real transaction and balance data from connected accounts.
Give support agents access to customer financial context for faster, more informed issue resolution.
Combine Salesforce revenue data with bank transaction data for comprehensive business intelligence.
Build automated compliance workflows in Salesforce with access to real financial transaction data.
Access financial data from major US & Canadian institutions through secure open banking connectivity.
From listing banks to triggering syncs — everything your Salesforce agents need.
Works within Salesforce's enterprise ecosystem with Agentforce AI agents.
Combine bank data with Salesforce CRM data for comprehensive customer insights.
Generate a BankSync API key, then add the BankSync MCP server configuration in your Agentforce agent settings. Agentforce will discover 28 financial data tools for use within Salesforce.
Yes. Once BankSync MCP is connected to Agentforce, your AI agents can query bank transactions, balances, and investments directly from within the Salesforce platform, enriching CRM data with financial context.
Agentforce can access transactions, account balances, investment holdings, trades, and loan data from 11,000+ banks through the BankSync MCP server.
Connect BankSync to Salesforce Agentforce and enrich your CRM with real financial data. 14-day free trial.
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