BankSync

Connect BankSync to Hermes Agent

Connect BankSync MCP server to Hermes Agent for persistent AI access to bank transactions, balances, and investments across Telegram, Discord, Slack, and WhatsApp.

Prerequisites

  • A BankSync account with at least one connected bank
  • An API key with all permission scopes (created from Workspace → Developers)

Configuration

Add the BankSync server to your Hermes Agent MCP configuration, replacing the placeholder with your API key:

MCP config (YAML)
mcp_servers:
  banksync:
    url: "https://mcp.banksync.io"
    headers:
      X-API-Key: "bsk_your_api_key_here"

Where it goes: ~/.hermes/config.yaml (global, under the mcp_servers key; YAML not JSON)

Server URL. BankSync’s MCP server is at https://mcp.banksync.io over Streamable HTTP, authenticated with your X-API-Key. If Hermes Agent can’t reach a remote server, use the local bridge npx -y @banksync/mcp with BANKSYNC_API_KEY set.

Verify your connection

Restart your client and try these prompts to confirm the connection works:

“List my workspaces”
“What banks do I have connected?”
“What’s my checking account balance?”

Troubleshooting

“No tools available” or the MCP server is not listed

  • Make sure you restarted your AI client after editing the config file.
  • Verify the JSON/YAML is valid (no trailing commas, correct brackets).
  • Check 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  • Confirm the key starts with bsk_ and has not been revoked.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 passed in the X-API-Key header.
  • Check for stray whitespace or newlines around the key value.

Connection timeout or the client lacks remote HTTP support

  • The server uses Streamable HTTP. Allow outbound HTTPS to mcp.banksync.io.
  • If your client only supports local servers, use the npm bridge: npx -y @banksync/mcp.

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.

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 but your client does not, the issue is your client configuration.

Frequently asked questions

How do I connect BankSync to Hermes Agent?

Add the BankSync MCP server URL and your API key to your Hermes Agent MCP configuration. Hermes Agent natively supports MCP servers — add the banksync entry to your config file and restart Hermes.

What financial data can Hermes Agent access via BankSync?

Through BankSync MCP, Hermes Agent can access supported transactions, balances, investment holdings, loan data, and bank feeds across the US, Canada, Australia, the UK, and Europe. Available data types depend on the provider and account.

Does BankSync work with Hermes Agent across messaging platforms?

Yes. Hermes Agent runs on Telegram, Discord, WhatsApp, and Slack. Once BankSync MCP is configured, you can ask about your finances through any of these interfaces.

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