Use Hermes Agent with Upgrade
BankSync's MCP server can let Hermes Agent query supported Upgrade 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 Upgrade or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to Upgrade
one key, every agent
Search for Upgrade in BankSync
Sign up for BankSync and, if Upgrade 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 Upgrade transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported Upgrade 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 Upgrade
Accounts
List the Upgrade accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Upgrade transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Upgrade accounts.
Holdings
View supported investment positions, quantities, and market values from Upgrade.
Trades
Access supported investment trade and activity history from Upgrade.
Loans
Check supported loan balances and provider-supplied liability details from Upgrade.
Ready to connect Hermes Agent to Upgrade?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
keep exploring ✦
Use Upgrade with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Hermes Agent
Institutions in the same market that Hermes Agent can query through BankSync MCP.
- Use Franklin Savings Bank (ME) - Business with Hermes Agent🇺🇸 United States
- Use Elements Financial FCU with Hermes Agent🇺🇸 United States
- Use TrustCo Bank with Hermes Agent🇺🇸 United States
- Use American Community Bank & Trust - Commercial with Hermes Agent🇺🇸 United States
- Use Caltech Employees Federal Credit Union with Hermes Agent🇺🇸 United States
- Use Keystone Savings Bank with Hermes Agent🇺🇸 United States
- Use Bangor Savings Bank - Employees with Hermes Agent🇺🇸 United States
- Use Wood County National Bank with Hermes Agent🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or Upgrade. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.