Use Hermes Agent with Beneficial Investment Services
BankSync's MCP server can let Hermes Agent query supported Beneficial Investment Services 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 Beneficial Investment Services or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to Beneficial Investment Services
one key, every agent
Search for Beneficial Investment Services in BankSync
Sign up for BankSync and, if Beneficial Investment Services 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 Beneficial Investment Services transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported Beneficial Investment Services 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 Beneficial Investment Services
Accounts
List the Beneficial Investment Services accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Beneficial Investment Services transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Beneficial Investment Services accounts.
Holdings
View supported investment positions, quantities, and market values from Beneficial Investment Services.
Trades
Access supported investment trade and activity history from Beneficial Investment Services.
Loans
Check supported loan balances and provider-supplied liability details from Beneficial Investment Services.
Ready to connect Hermes Agent to Beneficial Investment Services?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
keep exploring ✦
Use Beneficial Investment Services with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Beneficial Investment Services with ChatGPTOpenAI
- Use Beneficial Investment Services with Claude CodeAnthropic
- Use Beneficial Investment Services with Claude CoworkAnthropic
- Use Beneficial Investment Services with Claude DesktopAnthropic
- Use Beneficial Investment Services with CursorAnysphere
- Use Beneficial Investment Services with GeminiGoogle
- Use Beneficial Investment Services with OpenClawOpenClaw
- Use Beneficial Investment Services with VS Code CopilotMicrosoft
Other banks you can use with Hermes Agent
Institutions in the same market that Hermes Agent can query through BankSync MCP.
- Use Sutton Bank (OH) - Business Credit Card with Hermes Agent🇺🇸 United States
- Use HCN Bank - Business with Hermes Agent🇺🇸 United States
- Use Origin Financial with Hermes Agent🇺🇸 United States
- Use Peoples Bank (MO) with Hermes Agent🇺🇸 United States
- Use Santander Consumer USA with Hermes Agent🇺🇸 United States
- Use Benton County State Bank with Hermes Agent🇺🇸 United States
- Use Carta with Hermes Agent🇺🇸 United States
- Use Conservation First Bank - Business with Hermes Agent🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or Beneficial Investment Services. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.