Use Hermes Agent with Plan Destination (now The Newport Group)
BankSync's MCP server can let Hermes Agent query supported Plan Destination (now The Newport Group) 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 Plan Destination (now The Newport Group) or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to Plan Destination (now The Newport Group)
Search for Plan Destination (now The Newport Group) in BankSync
Sign up for BankSync and, if Plan Destination (now The Newport Group) 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 Plan Destination (now The Newport Group) transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported Plan Destination (now The Newport Group) 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 Plan Destination (now The Newport Group)
Accounts
List the Plan Destination (now The Newport Group) accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Plan Destination (now The Newport Group) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Plan Destination (now The Newport Group) accounts.
Holdings
View supported investment positions, quantities, and market values from Plan Destination (now The Newport Group).
Trades
Access supported investment trade and activity history from Plan Destination (now The Newport Group).
Loans
Check supported loan balances and provider-supplied liability details from Plan Destination (now The Newport Group).
Ready to connect Hermes Agent to Plan Destination (now The Newport Group)?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Plan Destination (now The Newport Group) with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Plan Destination (now The Newport Group) with ChatGPTOpenAI
- Use Plan Destination (now The Newport Group) with Claude CodeAnthropic
- Use Plan Destination (now The Newport Group) with Claude CoworkAnthropic
- Use Plan Destination (now The Newport Group) with Claude DesktopAnthropic
- Use Plan Destination (now The Newport Group) with CursorAnysphere
- Use Plan Destination (now The Newport Group) with GeminiGoogle
- Use Plan Destination (now The Newport Group) with GrokxAI
- Use Plan Destination (now The Newport Group) with Meta MuseMeta
Other banks you can use with Hermes Agent
Institutions in the same market that Hermes Agent can query through BankSync MCP.
- Use Chase with Hermes Agent🇺🇸 United States
- Use American Express with Hermes Agent🇺🇸 United States
- Use Capital One with Hermes Agent🇺🇸 United States
- Use Wells Fargo with Hermes Agent🇺🇸 United States
- Use Citibank Online with Hermes Agent🇺🇸 United States
- Use Bank of America with Hermes Agent🇺🇸 United States
- Use Fidelity with Hermes Agent🇺🇸 United States
- Use Charles Schwab with Hermes Agent🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or Plan Destination (now The Newport Group). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.