Use Hermes Agent with SS&C - GlobeOp Client Portal
BankSync's MCP server can let Hermes Agent query supported SS&C - GlobeOp Client Portal 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 SS&C - GlobeOp Client Portal or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to SS&C - GlobeOp Client Portal
Search for SS&C - GlobeOp Client Portal in BankSync
Sign up for BankSync and, if SS&C - GlobeOp Client Portal 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 SS&C - GlobeOp Client Portal transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported SS&C - GlobeOp Client Portal 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 SS&C - GlobeOp Client Portal
Accounts
List the SS&C - GlobeOp Client Portal accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported SS&C - GlobeOp Client Portal transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported SS&C - GlobeOp Client Portal accounts.
Holdings
View supported investment positions, quantities, and market values from SS&C - GlobeOp Client Portal.
Trades
Access supported investment trade and activity history from SS&C - GlobeOp Client Portal.
Loans
Check supported loan balances and provider-supplied liability details from SS&C - GlobeOp Client Portal.
Ready to connect Hermes Agent to SS&C - GlobeOp Client Portal?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use SS&C - GlobeOp Client Portal with another agent
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BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or SS&C - GlobeOp Client Portal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.