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 10,000+ banks.
Setup in 3 steps
Add real financial data to Hermes Agent in minutes.
Generate a BankSync API key
Sign up at banksync.io, connect your bank accounts via Plaid, and create an API key from Settings > Developers.
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.
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
{
"mcpServers": {
"banksync": {
"url": "https://mcp.staging.internal.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
10,000+ Banks
Access financial data from major US & Canadian institutions through secure Plaid 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 10,000+ US and Canadian 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 — Hermes can query your data but cannot move money or modify accounts. Your bank credentials are never shared with BankSync; Plaid handles authentication directly with your bank.
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.
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