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