BankSync's MCP server connects Hermes Agent to Alight - Marsh Mclennan, 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 Alight - Marsh Mclennan account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Hermes Agent using your API key. Follow our Hermes Agent setup guide for step-by-step instructions.
Ask Hermes Agent about your Alight - Marsh Mclennan transactions, balances, and more using natural language.
Add this configuration to connect Hermes Agent to your Alight - Marsh Mclennan data.
mcp_servers:
banksync:
url: "https://mcp.banksync.io"
headers:
X-API-Key: "bsk_your_key_here"Query Alight - Marsh Mclennan transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Alight - Marsh Mclennan accounts.
List all checking, savings, and investment accounts linked through Alight - Marsh Mclennan.
View investment positions, quantities, and market values from Alight - Marsh Mclennan brokerage accounts.
Access buy/sell/dividend transactions from your Alight - Marsh Mclennan investment accounts.
Check outstanding balances, interest rates, and payment schedules for Alight - Marsh Mclennan loans.
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