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How to integrate Era Context MCP with Hermes

Connect Hermes to Era Context MCP. List recent transactions from checking account, get portfolio holdings and current market values, and more using natural language, with authentication handled for you.

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Era Context MCP provides authorized financial context and action APIs across banking, brokerage, billing, and social resources. Use it to give agents secure, contextual access to accounts, transactions, portfolios, and billing workflows.

51 Tools

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Era Context account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Era Context MCP with

ChatGPT WorkClaude Cowork

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Era Context with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Era Context

Ask your agent to connect to Era Context, or simply request any Era Context-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Era Context connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Era Context or request any Era Context-related task. It will prompt you to authenticate and authorize access.

5. Done!

What is the Era Context MCP server, and what's possible with it?

The Era Context MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Era Context account. It provides structured and secure access so your agent can perform Era Context operations on your behalf.

Way Forward

With Era Context connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

TOOLS

Supported Tools

Every Era Context MCP action and event your agent gets out of the box.

Accounts check account balance

Get the current and available balance for a specific account, including credit limit if applicable.

Accounts list financial accounts

List all linked bank accounts, credit cards, and investment accounts with current and available balances.

Accounts manage account

Manage financial accounts in the user's universe — both manually tracked accounts and accounts synced from a connected banking provider.

Accounts set account visibility

Set the visibility of a single financial account.

Accounts toggle balance backfill

Toggle balance backfill for an account group.

Billing cancel subscription

Initiate subscription cancellation.

Billing get current plan

Get the user's current subscription plan, tier, usage against meter limits, and what the next tier up would unlock.

Billing list payments

List the user's past invoices — what they were charged, when, for which service period, and whether each was paid.

Billing list plans

List all available subscription plans with pricing, billing periods, feature comparisons relative to the user's current tier, and free trial eligibility.

Billing list subscriptions

List what the user is actually being charged for right now, read live from Stripe, broken down by individual line item.

Billing uncancel subscription

Un-cancel a subscription that Stripe holds a scheduled cancellation for, in either of the two mutually exclusive expressions Stripe stores one in: the cancel_at_period_end flag, or a concrete cancel_at instant with that flag false.

Billing upgrade

Start a subscription upgrade or plan change.

Connections connect bank account

Initiate a bank account connection flow.

Connections disconnect institution

Permanently disconnect a bank institution.

Connections list connections

List every one of the user's bank connections with an honest, provider-agnostic status for each: whether it is healthy, syncing with no data yet, needs reconnecting, is currently disconnected, or one of several other narrower states — see each row's state for the exact one.

Connections set proactive sync mode

Record whether Era may proactively ask a bank connection's provider for fresh data on its own schedule.

Connections trigger connection resync

Trigger an on-demand data resync for a bank connection.

Help get help

Get contextual help and onboarding guidance for Era Context.

Insights analyze spending

Break down spending by category, merchant, account, week, or month.

Insights compare spending periods

Compare spending between any two time periods side-by-side with pre-computed deltas and percentage changes.

Insights forecast spending

Estimate how much the user will spend by the end of the current period based on their spending pace so far.

Insights get cash flow

Analyze income, spending, and net cash flow over multiple weeks or months (up to 12 periods) with computed averages.

Insights get daily category spending

Get a per-day, per-category spending breakdown for a calendar month.

Insights get daily financial summary

Get daily financial calendar for a month.

Knowledge confirm or reject inference

Confirm or reject a fact that was inferred by the system.

Knowledge defer question

Skip or snooze an onboarding question.

Knowledge forget

Retract or delete a previously recorded fact about the user.

Knowledge get financial context and overview

Load the user's profile, complete financial snapshot (all account balances, net worth, this month vs.

Knowledge get pending questions

Get the next onboarding questions to ask the user.

Knowledge recall history

Get the version history of a specific fact about the user.

Knowledge remember

Record a fact, preference, goal, or observation about the user.

Knowledge reset pack questions

Warning: this cannot be undone — only call when you have high confidence the user wants to reset and re-surface all previously skipped or snoozed questions.

Knowledge show question ui

Present an onboarding question using a visual input control (slider, date picker, multi-select checklist, etc.

Nurture get my status

Get the caller's own nurture (lifecycle email) campaign enrollment status — which campaigns they are currently enrolled in, their progress through each, and whether they have unsubscribed.

Nurture set subscription

Subscribe the caller to, or unsubscribe them from, a nurture (lifecycle email) campaign.

Referral get dashboard sso

Get a single-use SSO magic link to open the user's Rewardful affiliate dashboard.

Referral get referral link

Get the user's referral link if they are enrolled in the referral program.

Referral get referral stats

Get the user's referral performance statistics: visitors, conversions, earned commissions, and pending commissions.

Referral join referral program

Join the referral program by creating a Rewardful affiliate for the authenticated user.

Referral switch referral campaign

Move the user's referral programme onto a different track.

Transactions import csv transactions

Import transactions from inline CSV text into a manual account.

Transactions list recurring charges

List detected recurring transactions — subscriptions (Netflix, Spotify), bills (rent, utilities), and regular income (salary, freelance) — with estimated monthly amounts, frequency, and last-seen date.

Transactions list spending categories

List all available spending categories organized in a parent/child hierarchy (e.

Transactions list transactions

List recent transactions with pagination, optionally filtered by account and date range.

Transactions manage automation rules

Create and manage automation rules that automatically organize the user's transactions.

Transactions manage categories

Create, rename, hide, unhide, delete, or merge spending categories.

Transactions manage manual transaction

Batch-manage transactions on a manually tracked account.

Transactions manage transaction tags

Create, list, update, or delete tags, and attach or detach them from transactions.

Transactions manage transfer links

List, confirm, or reject detected transfer links between the user's accounts.

Transactions search transactions

Search and filter transactions by merchant name, description, amount range, date range, and direction (debit/credit).

Transactions update transactions

Update the category, merchant name, description, or review status on one or more transactions.

FRAMEWORKS

How to build Era Context MCP Agent with another framework

ChatGPT Work logo

ChatGPT Work

Use Era Context MCP with ChatGPT Work

Claude Cowork logo

Claude Cowork

Use Era Context MCP with Claude Cowork

FAQ

Frequently asked questions

With a standalone Era Context MCP server, the agents and LLMs can only access a fixed set of Era Context tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Era Context and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Hermes fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Era Context tools.

Yes, absolutely. You can configure which Era Context scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Era Context data and credentials are handled as safely as possible.

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