Bank data in your Salesforce
Connect BankSync MCP server to Salesforce Agentforce and give your AI agents access to live transactions, balances, and investments within Salesforce.
Setup in 3 steps
Add live bank data to your Salesforce workflow in minutes.
Generate a BankSync API key
Sign up, connect your banks, and create an API key from the Developers section.
Configure MCP in Agentforce
Add the BankSync MCP server configuration in your Agentforce agent settings with your API key.
Access bank data in Salesforce
Start querying bank data from within Salesforce through your Agentforce AI agents.
MCP Server Configuration
Add this configuration to your Agentforce agent settings.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What you can build
Enrich your Salesforce workflows with real financial data.
Customer Financial Profiles
Enrich Salesforce customer records with real bank data for complete financial profiles and better service.
Financial Services Automation
Build Agentforce agents that automate financial service workflows with live bank data access.
Lead Qualification
Qualify leads for financial products using real transaction and balance data from connected accounts.
Customer Support Enrichment
Give support agents access to customer financial context for faster, more informed issue resolution.
Revenue Intelligence
Combine Salesforce revenue data with bank transaction data for comprehensive business intelligence.
Compliance Workflows
Build automated compliance workflows in Salesforce with access to real financial transaction data.
Why BankSync for Salesforce Agentforce
10,000+ Banks
Access financial data from major US & Canadian institutions through secure Plaid connectivity.
36 MCP Tools
From listing banks to triggering syncs — everything your Salesforce agents need.
Enterprise Platform
Works within Salesforce's enterprise ecosystem with Agentforce AI agents.
CRM Integration
Combine bank data with Salesforce CRM data for comprehensive customer insights.
Frequently asked questions
How do I connect Salesforce Agentforce to BankSync?
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.
Can Agentforce access bank data within Salesforce CRM?
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.
What financial data can Agentforce access?
Agentforce can access transactions, account balances, investment holdings, trades, and loan data from 10,000+ US and Canadian banks through the BankSync MCP server.
Bank Data in Salesforce
Connect BankSync to Salesforce Agentforce and enrich your CRM with real financial data. 14-day free trial.
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