BankBridge
About
Read-only bank access for your AI agent. Hosted MCP server giving Claude, ChatGPT, Cursor, Gemini, and Codex access to bank accounts, transactions, and investment holdings via Plaid. 12 tools. $5/mo per bank.
Details
- Author
- bankbridge-money
- Categories
- Finance, Other, AI
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💨 Quick lookups — fastest path from install to first result
Your bank accounts, transactions, and investments — in plain English, right inside Claude.
Ask Claude things like"how much did I spend on restaurants last month?"or"find any subscriptions I've forgotten about"or"draft a budget from my actual last 3 months"— and get real answers from your real data.
One account. Every bank you use. Works with Claude Code, Claude Desktop, Claude.ai, ChatGPT, Cursor, Copilot, Gemini, Codex, and everything else that speaks MCP.
/plugin marketplace add bankbridge-money/bankbridge-plugin /plugin install bankbridge
When prompted, paste your API token frombankbridge.money/dashboard. It’s pre-filled and copy-ready on your dashboard — just hit the big Copy button.
- A BankBridge account—sign up($5/mo per connected bank)
- At least one bank connected— linked via Plaid on the dashboard in ~30 seconds
Type/in any Claude Code session to find them. Each wraps a multi-step flow with an opinionated output shape, so you don’t have to hand-craft the prompt.
💨 Quick lookups — fastest path from install to first result
💰 Cashflow & budgeting — real numbers only
📈 Investments — if you have a brokerage connected
📉 Charts & exports — agents that can run code can save files
📝 Reports — shareable, archivable, email-worthy
Claude Code picks the right MCP tools automatically when you ask in plain English. Copy any of these:
What's my current cashflow this month?
Break down my March spending by category, biggest first. Show as a markdown table.
Who are my top 10 merchants by spend in the last 90 days?
Compare my restaurant spending in March vs January 2026 — am I trending up?
List every recurring charge I have. Which ones are the smallest — can I cancel any?
Has any subscription raised its price in the last 12 months?
Show my current holdings sorted by gain/loss with percentages.
How much have I received in dividends this year?
What percentage of my portfolio is in my single biggest position?
Visualizations (agents with code execution)
Make a bar chart of my monthly cashflow for the last 6 months. Save as cashflow.png.
Build me a one-page markdown report for last month.
Find any transactions that look unusual or duplicated this month.
Which 5 merchants have I spent the most on this year?
Find recurring charges under $20/mo that I might have forgotten about.
Claude Code picks these automatically based on your question. You never have to name them, but here’s what’s available:
Allread-only. BankBridge literally can’t move money, change passwords, or make trades.
Your transactions live at your bank.We never store them.
No mainstream competitor can say "we never store your transactions" — most cache your financial history server-side for speed. BankBridge re-fetches on every question instead. Slightly slower, dramatically more private.
Full privacy policy →bankbridge.money/privacy
$5/month per connected bank.First bank unlocks the service. Each additional bank adds $5/mo, prorated when you connect it. Cancel anytime, access ends at the end of your billing period.
No free tier, no freemium, no trial. Just $5 per bank — it’s fair, predictable, and means we’re never tempted to monetize your data. We’re a real subscription business.
End-to-end: about 90 seconds. Most of that is the bank authentication flow.
- Claude Desktop— download the signed.mcpbbundle, double-click to install
- Claude.ai web / mobile / Cowork— add a Custom Connector, OAuth auto-discovers
- ChatGPT— Developer Mode → Import remote MCP
- Cursor, Copilot, Windsurf, Continue, Cline, Zed— paste amcp.jsonsnippet
- Gemini CLI / Code Assist / Vertex AI— add to~/.gemini/settings.json
- Codex CLI / Codex Cloud / OpenAI Responses API / AgentKit— native integration
- Anything that speaks MCP— plain HTTP with Bearer auth
- Docs:bankbridge.money/docs
- Issues (this plugin):github.com/bankbridge-money/bankbridge-plugin/issues
- Sales + everything else:support@bankbridge.money
Built byGreat Work LLC. Powered by Plaid. Not a bank, not a broker — just a bridge.
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