Connect BankSync to Hermes Agent
Hermes Agent by NousResearch is a persistent AI assistant that runs across Telegram, Discord, WhatsApp, Slack, Signal, and more. Add BankSync as an MCP server to give Hermes access to real bank transactions, balances, investments, and loans — so you can ask about your finances directly in your messaging app.
Prerequisites
- A BankSync account with at least one connected bank
- An API key with all permission scopes (created from Workspace menu → Developers)
MCP Configuration
Add BankSync as an MCP server in your Hermes Agent configuration file (~/.hermes/config.yaml) under the mcp_servers key:
mcp_servers:banksync:url: "https://mcp.banksync.io"headers:X-API-Key: "bsk_your_api_key_here"
Restart Hermes Agent after saving. You can verify the connection is active with:
hermes mcp list
Using BankSync via Hermes Agent
Once connected, you can ask Hermes about your finances through any of its supported messaging platforms:
- Telegram / Discord / WhatsApp / Slack / Signal: Message your Hermes bot directly
- Example: “How much did I spend on dining last month?”
- Example: “What's my current balance across all accounts?”
- Example: “Find all my recurring subscriptions and total them up.”
Verify Your Connection
After configuring your client, restart it and try these prompts to verify the connection is working:
“List my workspaces”
“What banks do I have connected?”
“What’s my checking account balance?”
Troubleshooting
“No tools available” or MCP server not listed
- Make sure you restarted your AI client after editing the configuration file.
- Verify the JSON is valid (no trailing commas, correct brackets).
- Check that the URL is exactly
https://mcp.banksync.io.
“Authentication failed” or “Invalid API key”
- Confirm the key starts with
bsk_and has not been revoked. - Ensure the key is in the
headersobject underX-API-Key. - Check for accidental whitespace or newlines around the key value.
Tools are listed but return errors
- Verify your API key has the required scopes. For full access, select all scopes when creating the key.
- Make sure you have at least one bank connected in the BankSync app.
- Check that you are passing the correct workspace ID when prompted.
Connection timeout or network errors
- The MCP server uses Streamable HTTP transport. Ensure your network or proxy allows outbound HTTPS connections.
- If using a VPN or firewall, allow connections to
mcp.banksync.io. - Try the connection from a different network to rule out local issues.
- If your client does not support remote HTTP servers, use the npm package instead:
npx -y @banksync/mcp
Debugging with MCP Inspector
- Use the MCP Inspector to test the connection independently of your AI client.
- Run:
npx @modelcontextprotocol/inspector --url https://mcp.banksync.io --header "X-API-Key: bsk_your_key" - If the Inspector connects successfully but your client does not, the issue is with your client configuration.