Use Hermes Agent with Cash Flow Portal
BankSync's MCP server can let Hermes Agent query supported Cash Flow Portal 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 Cash Flow Portal or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to Cash Flow Portal
Search for Cash Flow Portal in BankSync
Sign up for BankSync and, if Cash Flow Portal 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 Cash Flow Portal transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported Cash Flow Portal 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 Cash Flow Portal
Accounts
List the Cash Flow Portal accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Cash Flow Portal transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Cash Flow Portal accounts.
Holdings
View supported investment positions, quantities, and market values from Cash Flow Portal.
Trades
Access supported investment trade and activity history from Cash Flow Portal.
Loans
Check supported loan balances and provider-supplied liability details from Cash Flow Portal.
Ready to connect Hermes Agent to Cash Flow Portal?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Other banks you can use with Hermes Agent
Institutions in the same market that Hermes Agent can query through BankSync MCP.
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- Use Charles Schwab with Hermes Agent🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or Cash Flow Portal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.