Use Hermes Agent with National Bank Direct Brokerage

BankSync's MCP server can let Hermes Agent query supported National Bank Direct Brokerage 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 National Bank Direct Brokerage or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Hermes Agent Setup Guide

How to connect Hermes Agent to National Bank Direct Brokerage

Creating a BankSync API key for an AI agent

one key, every agent

Search for National Bank Direct Brokerage in BankSync

Sign up for BankSync and, if National Bank Direct Brokerage 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 National Bank Direct Brokerage transactions, balances, and more using natural language.

Hermes Agent MCP Configuration

Add this configuration to let Hermes Agent query supported National Bank Direct Brokerage 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 National Bank Direct Brokerage

Accounts

List the National Bank Direct Brokerage accounts connected through BankSync and visible to the API key scopes you grant.

Balances

Get current and available balances for supported National Bank Direct Brokerage accounts.

Holdings

View supported investment positions, quantities, and market values from National Bank Direct Brokerage.

Trades

Access supported investment trade and activity history from National Bank Direct Brokerage.

Orders

Access supported open and pending investment orders from National Bank Direct Brokerage.

your finances, in the conversation

Ready to connect Hermes Agent to National Bank Direct Brokerage?

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Hermes Agent setup guide National Bank Direct Brokerage details MCP tools reference

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Use National Bank Direct Brokerage with another agent

The same BankSync MCP server and API key work with every one of these.

BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or National Bank Direct Brokerage. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.