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