Coastal States Bank - Personal & Small Business
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Use Hermes Agent with Coastal States Bank - Personal & Small Business

BankSync's MCP server can let Hermes Agent query supported Coastal States Bank - Personal & Small Business 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 States Bank - Personal & Small Business or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.

United StatesPlatformMCP Connected

How to connect Hermes Agent to Coastal States Bank - Personal & Small Business

Creating a BankSync API key for an AI agent

one key, every agent

1

Search for Coastal States Bank - Personal & Small Business in BankSync

Sign up for BankSync and, if Coastal States Bank - Personal & Small Business is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

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.

4

Start querying

Ask Hermes Agent about supported Coastal States Bank - Personal & Small Business transactions, balances, and more using natural language.

Hermes Agent MCP Configuration

Add this configuration to let Hermes Agent query supported Coastal States Bank - Personal & Small Business account data through BankSync.

Hermes Agent Config
mcp_servers:
  banksync:
    url: "https://mcp.banksync.io"
    headers:
      X-API-Key: "bsk_your_key_here"

What Hermes Agent can access from Coastal States Bank - Personal & Small Business

Accounts

List the Coastal States Bank - Personal & Small Business accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Coastal States Bank - Personal & Small Business transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Coastal States Bank - Personal & Small Business accounts.

Holdings

View supported investment positions, quantities, and market values from Coastal States Bank - Personal & Small Business.

Trades

Access supported investment trade and activity history from Coastal States Bank - Personal & Small Business.

Loans

Check supported loan balances and provider-supplied liability details from Coastal States Bank - Personal & Small Business.

your finances, in the conversation

Ready to connect Hermes Agent to Coastal States Bank - Personal & Small Business?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or Coastal States Bank - Personal & Small Business. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.