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