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