Use Hermes Agent with Alight - EFE (Edelman Financial Engines)
BankSync's MCP server can let Hermes Agent query supported Alight - EFE (Edelman Financial Engines) 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 Alight - EFE (Edelman Financial Engines) or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to Alight - EFE (Edelman Financial Engines)
Search for Alight - EFE (Edelman Financial Engines) in BankSync
Sign up for BankSync and, if Alight - EFE (Edelman Financial Engines) 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 Hermes Agent
Add the BankSync MCP server to Hermes Agent using your API key. Follow our Hermes Agent setup guide for step-by-step instructions.
Start querying
Ask Hermes Agent about supported Alight - EFE (Edelman Financial Engines) transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported Alight - EFE (Edelman Financial Engines) account data through BankSync.
mcp_servers:
banksync:
url: "https://mcp.banksync.io"
headers:
X-API-Key: "bsk_your_key_here"What Hermes Agent can access from Alight - EFE (Edelman Financial Engines)
Accounts
List the Alight - EFE (Edelman Financial Engines) accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Alight - EFE (Edelman Financial Engines) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Alight - EFE (Edelman Financial Engines) accounts.
Holdings
View supported investment positions, quantities, and market values from Alight - EFE (Edelman Financial Engines).
Trades
Access supported investment trade and activity history from Alight - EFE (Edelman Financial Engines).
Loans
Check supported loan balances and provider-supplied liability details from Alight - EFE (Edelman Financial Engines).
Ready to connect Hermes Agent to Alight - EFE (Edelman Financial Engines)?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Alight - EFE (Edelman Financial Engines) with another agent
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BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or Alight - EFE (Edelman Financial Engines). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.