Use Hermes Agent with CIBC Investor Edge
BankSync's MCP server can let Hermes Agent query supported CIBC Investor Edge 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 CIBC Investor Edge or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to CIBC Investor Edge
Search for CIBC Investor Edge in BankSync
Sign up for BankSync and, if CIBC Investor Edge 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 CIBC Investor Edge transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported CIBC Investor Edge 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 CIBC Investor Edge
Accounts
List the CIBC Investor Edge accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported CIBC Investor Edge transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported CIBC Investor Edge accounts.
Holdings
View supported investment positions, quantities, and market values from CIBC Investor Edge.
Trades
Access supported investment trade and activity history from CIBC Investor Edge.
Loans
Check supported loan balances and provider-supplied liability details from CIBC Investor Edge.
Ready to connect Hermes Agent to CIBC Investor Edge?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use CIBC Investor Edge with another agent
The same BankSync MCP server and API key work with every one of these.
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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.
- Use BMO Bank of Montreal - InvestorLine (Self-Directed) with Hermes Agent🇨🇦 Canada
- Use IG Wealth Management - Online Access with Hermes Agent🇨🇦 Canada
- Use RBC Dominion Securities with Hermes Agent🇨🇦 Canada
- Use Edward Jones Canada with Hermes Agent🇨🇦 Canada
- Use Desjardins Wealth Management with Hermes Agent🇨🇦 Canada
- Use EQ Bank with Hermes Agent🇨🇦 Canada
- Use American Express (Canada) with Hermes Agent🇨🇦 Canada
- Use RBC Royal Bank with Hermes Agent🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or CIBC Investor Edge. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.