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