Use Hermes Agent with BMO InvestorLine
BankSync's MCP server can let Hermes Agent query supported BMO InvestorLine 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 BMO InvestorLine or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to BMO InvestorLine
Search for BMO InvestorLine in BankSync
Sign up for BankSync and, if BMO InvestorLine 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 BMO InvestorLine transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported BMO InvestorLine 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 BMO InvestorLine
Accounts
List the BMO InvestorLine accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported BMO InvestorLine transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported BMO InvestorLine accounts.
Loans
Check supported loan balances and provider-supplied liability details from BMO InvestorLine.
Ready to connect Hermes Agent to BMO InvestorLine?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use BMO InvestorLine with another agent
The same BankSync MCP server and API key work with every one of these.
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BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or BMO InvestorLine. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.