
BankSync's MCP server connects Hermes Agent to Boon, 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 Boon 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 Boon transactions, balances, and more using natural language.
Add this configuration to connect Hermes Agent to your Boon data.
mcp_servers:
banksync:
url: "https://mcp.banksync.io"
headers:
X-API-Key: "bsk_your_key_here"Query Boon transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Boon accounts.
List all checking, savings, and investment accounts linked through Boon.
View investment positions, quantities, and market values from Boon brokerage accounts.
Access buy/sell/dividend transactions from your Boon investment accounts.
Check outstanding balances, interest rates, and payment schedules for Boon loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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