Use Hermes Agent with Management Solutions
BankSync's MCP server can let Hermes Agent query supported Management Solutions 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 Management Solutions or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to Management Solutions
Search for Management Solutions in BankSync
Sign up for BankSync and, if Management Solutions 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 Management Solutions transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported Management Solutions 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 Management Solutions
Accounts
List the Management Solutions accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Management Solutions transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Management Solutions accounts.
Holdings
View supported investment positions, quantities, and market values from Management Solutions.
Trades
Access supported investment trade and activity history from Management Solutions.
Loans
Check supported loan balances and provider-supplied liability details from Management Solutions.
Ready to connect Hermes Agent to Management Solutions?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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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 Management Solutions. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.