Use Hermes Agent with Wealthsimple (Canada)
BankSync's MCP server can let Hermes Agent query supported Wealthsimple (Canada) 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 Wealthsimple (Canada) or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to Wealthsimple (Canada)
one key, every agent
Search for Wealthsimple (Canada) in BankSync
Sign up for BankSync and, if Wealthsimple (Canada) 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 Wealthsimple (Canada) transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported Wealthsimple (Canada) 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 Wealthsimple (Canada)
Accounts
List the Wealthsimple (Canada) accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Wealthsimple (Canada) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Wealthsimple (Canada) accounts.
Holdings
View supported investment positions, quantities, and market values from Wealthsimple (Canada).
Trades
Access supported investment trade and activity history from Wealthsimple (Canada).
Loans
Check supported loan balances and provider-supplied liability details from Wealthsimple (Canada).
Ready to connect Hermes Agent to Wealthsimple (Canada)?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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- Use Wealthsimple (Canada) with VS Code CopilotMicrosoft
Other banks you can use with Hermes Agent
Institutions in the same market that Hermes Agent can query through BankSync MCP.
- Use EQ Bank with Hermes Agent🇨🇦 Canada
- Use American Express (Canada) with Hermes Agent🇨🇦 Canada
- Use RBC Royal Bank with Hermes Agent🇨🇦 Canada
- Use TD Canada Trust - WebBroker with Hermes Agent🇨🇦 Canada
- Use TD Canada Trust with Hermes Agent🇨🇦 Canada
- Use Interactive Brokers - CA with Hermes Agent🇨🇦 Canada
- Use Desjardins with Hermes Agent🇨🇦 Canada
- Use Quinte First Credit Union - Online Banking with Hermes Agent🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or Wealthsimple (Canada). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.