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