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Chase
Bank of America
Wells Fargo
Capital One
Citi
Fidelity
Schwab
CommBank
Westpac
ANZ
Up Bank
RBC
Scotiabank
CIBC
BankSync

Bank data for spreadsheets, Notion, databases, and AI agents. 11,000+ institutions around the world.

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Hermes Agent + BankSync MCP

Ask Hermes about your bank data

Connect the BankSync MCP server to Hermes Agent and get real answers about your finances through Telegram, Discord, WhatsApp, or Slack, powered by 36 financial data tools across 11,000+ banks.

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36 tools available·banksync

Setup in 3 steps

Add real financial data to Hermes Agent in minutes.

1

Generate a BankSync API key

Sign up at banksync.io, connect your bank accounts via secure open banking, and create an API key from Settings > Developers.

2

Add BankSync to your Hermes config

Add the BankSync MCP server URL and your API key to ~/.hermes/config.json under "mcpServers". Hermes Agent natively supports MCP.

3

Ask about your finances anywhere

Restart Hermes and start asking about your finances via Telegram, Discord, WhatsApp, or Slack. Hermes has access to 36 financial data tools.

MCP Server Configuration

Add this to your ~/.hermes/config.json

~/.hermes/config.json
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What you can ask Hermes

Real finance questions, answered with real data, wherever Hermes runs.

Ask About Finances in Telegram

Message your Hermes bot on Telegram: "How much did I spend last month?" and get a real answer backed by your actual bank data.

Discord Finance Assistant

Add Hermes to your Discord server and ask about balances, spending, and investments without leaving your workflow.

Subscription Audit

Ask Hermes to find all recurring charges across your accounts and total the monthly cost, including ones you might have forgotten about.

Net Worth Tracking

Hermes can calculate your current net worth by summing assets and liabilities across all connected bank and investment accounts.

Anomaly Detection

Ask Hermes to flag any unusual transactions this week: unexpected merchants, amounts higher than usual, or duplicate charges.

Persistent Financial Memory

Unlike one-off AI chats, Hermes remembers your financial goals and previous questions, so it builds context over time.

Why BankSync for Hermes Agent

●

11,000+ Banks

Access financial data from major US & Canadian institutions through secure open banking connectivity.

●

36 MCP Tools

Query transactions, balances, investments, loans, and bank feeds, all from within your messaging app.

●

Persistent Memory

Hermes Agent learns your preferences over time. BankSync provides the live data; Hermes provides the continuity.

●

Multi-Platform

Telegram, Discord, WhatsApp, Slack: ask about your finances wherever you already spend time.

Frequently asked questions

How do I connect Hermes Agent to my bank data?

Generate a BankSync API key, then add the BankSync MCP server URL to your Hermes Agent config file (~/.hermes/config.json). Hermes Agent natively supports MCP, so it will automatically discover the 36 BankSync financial tools on next startup.

Which messaging platforms can I use to ask Hermes about my finances?

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

What bank data can Hermes Agent access through BankSync?

Hermes Agent can access transactions, balances, investment holdings, loan data, and bank feeds from 11,000+ banks through the BankSync MCP server.

Is it safe to connect my bank accounts to Hermes Agent via BankSync?

Yes. BankSync MCP is read-only, so Hermes can query your data but cannot move money or modify accounts. Your bank credentials are never shared with BankSync; authentication happens directly with your bank through secure open banking.

Give Hermes Agent Real Bank Data

Connect BankSync MCP to Hermes Agent and ask about your finances through Telegram, Discord, WhatsApp, or Slack. 14-day free trial.

Get Started Free

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