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