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