Use Hermes Agent with Cater Allen Private Bank
BankSync's MCP server can let Hermes Agent query supported Cater Allen Private Bank 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 Cater Allen Private Bank or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to Cater Allen Private Bank
Search for Cater Allen Private Bank in BankSync
Sign up for BankSync and, if Cater Allen Private Bank 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 Cater Allen Private Bank transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported Cater Allen Private Bank 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 Cater Allen Private Bank
Accounts
List the Cater Allen Private Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Cater Allen Private Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Cater Allen Private Bank accounts.
Ready to connect Hermes Agent to Cater Allen Private Bank?
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BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or Cater Allen Private Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.