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