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