BankSync's MCP server connects Hermes Agent to Toast Checking, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Toast Checking account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Hermes Agent using your API key. Follow our Hermes Agent setup guide for step-by-step instructions.
Ask Hermes Agent about your Toast Checking transactions, balances, and more using natural language.
Add this configuration to connect Hermes Agent to your Toast Checking data.
mcp_servers:
banksync:
url: "https://mcp.banksync.io"
headers:
X-API-Key: "bsk_your_key_here"Query Toast Checking transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Toast Checking accounts.
List all checking, savings, and investment accounts linked through Toast Checking.
View investment positions, quantities, and market values from Toast Checking brokerage accounts.
Access buy/sell/dividend transactions from your Toast Checking investment accounts.
Check outstanding balances, interest rates, and payment schedules for Toast Checking loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started Free