money.bankbridgePublished by bankbridge.moneyOfficial publisherv1.0.4Updated Nov 7, 2026
Works in any MCP agent, including local models. Read-only bank accounts, spending, investments.
Remote MCP server that lets an assistant read your connected US bank accounts, transactions and investment holdings, and summarize spending and cashflow.
Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.
Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.
Read https://sourceweft.com/mcp/money.bankbridge%2Fserver/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.Add this to your client's mcpServers config.
{
"mcpServers": {
"bankbridge": {
"type": "http",
"url": "https://bankbridge.money/api/mcp"
}
}
}Works in any MCP agent, including local models. BankBridge is a remote MCP server that lets Hermes, OpenClaw, Open WebUI, Goose, Claude, ChatGPT, Cursor and other agents read your bank accounts, credit cards and investments. Ask "how much did I spend on restaurants last month?" or "what subscriptions am I paying for?" and the answer comes from your own accounts. Read-only, US banks, $5 a month per connected bank.
Install in Claude Code: /plugin install bankbridge --marketplace bankbridge-money/bankbridge-plugin (Claude Code 2.1.275 or later; on older versions run /plugin marketplace add bankbridge-money/bankbridge-plugin first, then /plugin install bankbridge).
Works with: any MCP client that can reach a Streamable HTTP server, with a local model or a hosted one. That covers Hermes Agent, OpenClaw, Open WebUI, Goose, LM Studio, opencode, Cline, Continue, Claude, ChatGPT, Cursor, VS Code Copilot, Codex and Gemini CLI.
[Add to Claude] [Add to Cursor] [Install in VS Code] [Install in VS Code Insiders]
More to ask: "find any subscriptions I've forgotten about", "draft a budget from my actual last 3 months", "am I making more than I spend?" One account covers every bank you connect.
Point your agent at https://bankbridge.money/api/mcp. Clients with MCP OAuth sign in through your browser. Clients without it send Authorization: Bearer bbk_... with a key from your dashboard. Pick a model with reliable tool calling.
With a local model, the conversation stays on your machine. The numbers still pass through the bank-data provider and BankBridge, which keeps no copy.
Hermes Agent. Install the package, enable it, then add the server to your profile's config so Hermes can run the sign-in:
The package holds a skill and the server URL, with no executable code and no stored credentials. Hermes keeps the sign-in token. Every BankBridge tool is read-only.
Other agents: step-by-step guides for Goose, LM Studio, OpenClaw, opencode, Cline, Continue and Zed. All guides: bankbridge.money/docs.
BankBridge is in the Claude Connectors Directory. Open the listing, click Connect, sign in to BankBridge. No key to paste. Connectors sync across every Claude app, and Claude Code picks them up too.
The first time a command runs, run /mcp and sign in to BankBridge in your browser. No key to paste. (Before version 0.4.0 the plugin asked for an API token; it now signs in the same way as the Claude connector.)
The same plugin is listed for claude.ai chat and Cowork, where the 19 commands load as skills and the server is connected from the plugin's Connectors tab.
Prefer no plugin and no key? One command, then /mcp to sign in through your browser:
Use the Add to Cursor or Install in VS Code badge above. The editor asks you to confirm, then opens the BankBridge sign-in page in your browser. No key to paste.
Both discover BankBridge’s OAuth sign-in automatically (Gemini: run /mcp auth bankbridge; Codex opens the browser on its own).
Server URL: https://bankbridge.money/api/mcp (Streamable HTTP). Auth: OAuth 2.1 with Dynamic Client Registration, or Authorization: Bearer bbk_... with a key from your dashboard. Step-by-step guides for each agent: bankbridge.money/docs.
You’ll need:
Where the skill lands (to install by hand, copy skills/bankbridge/ there):
The skill tells your agent when and how to use BankBridge; the MCP server does the work, so connect that too (see Install above).
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.
Also in Claude iOS / Android / Desktop / Cowork. The same 19 commands are exposed as MCP prompts, so they appear under the + button in the chat input bar. One tap fills the full prompt. In Cursor, ChatGPT, and other MCP clients, they show up in whatever prompt-picker UI that client provides.
Claude Code picks the right MCP tools automatically when you ask in plain English. Copy any of these:
Every-day check-ins
How much did I spend this week?
List my last 20 transactions over $50.
What's my current cashflow this month?
Spending analysis
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?
Subscription audits
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?
Investments
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.
Export my March transactions to CSV.
Build me a one-page markdown report for last month.
Detective work
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:
All read-only. BankBridge literally can’t move money, change passwords, or make trades.
Your balances and transactions pass through to your agent when it asks. We never store them.
BankBridge re-fetches on every question instead of caching your financial history. Details: bankbridge.money/security.
Network endpoints: the plugin talks to one server, https://bankbridge.money/api/mcp, and you sign in to it with OAuth in your browser. It ships no scripts, hooks or binaries. To report a security issue, see SECURITY.md.
Full privacy policy → bankbridge.money/privacy
$5/month per connected bank, or $50/year per 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.
$5 per bank is the whole business model.
/plugin install bankbridge in Claude Code./mcp and sign in to BankBridge.End-to-end: about 90 seconds. Most of that is the bank authentication flow.
Built by Great Work LLC. Not a bank, not a broker. Just a bridge.
Last updated: 2026-10-09
Source: README.md at commit c7fcda4
List Bank Accounts
List every connected account (checking, savings, credit card, loan, investment) with live balances, credit limits, institution, and last 4 digits. Each account's id is what the account_id parameter of the other tools accepts. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
Takes no parameters.
Get Account Details
Get one account's live details (balances, credit limit, type, institution, last 4 digits) by its account id from list_accounts. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
account_idrequiredList Transactions
List transactions across connected accounts, newest first, with optional filters for date range, account, category, amount, and pending status. Positive amounts are money spent; negative amounts are money received. Default window is the last 30 days; banks provide up to 24 months. Paginated with limit/offset (default 50, max 100); the response includes total_count and has_more. Each call reads the bank live and banks allow about 30 reads a minute, so totals by category, merchant or month come from get_spending_summary or get_monthly_cashflow in one call rather than from paging through every transaction; when paging is needed, limit=100 keeps the number of calls down. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
limitoffsetpendingcategoryend_dateaccount_idmax_amountmin_amountstart_dateSearch Transactions
Search transactions by merchant name or bank description (case-insensitive substring match), newest first. Default window is the last 30 days. Paginated with limit/offset (default 50, max 100); the response includes total_count and has_more. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
limitqueryrequiredoffsetend_dateaccount_idstart_dateSpending Summary
Total posted spending (positive amounts only) grouped by category, merchant, month, or week, largest first, with transaction count and average per group. Default window is the last 30 days. Returns the top 20 groups by default (max 100); total_groups gives the full count. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
limitend_dategroup_byrequiredaccount_idstart_dateFind Recurring Charges
Find recurring charges such as subscriptions and bills by grouping charges per merchant and detecting a steady weekly, biweekly, monthly, quarterly, or yearly interval. Returns each merchant's typical amount, frequency, last charge date, and total. Default window is the last 6 months; yearly charges need a window of 13 months or more. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
end_dateaccount_idstart_datemin_occurrencesMonthly Cashflow
Income, expenses, and net for one calendar month across connected accounts, with the top 5 income sources and top 5 expense categories. Pending transactions are left out. Income is money coming in (negative transaction amounts); expenses are money going out (positive amounts). The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
monthrequiredaccount_idMerchant Charge History
Charge history for one merchant (case-insensitive substring match on merchant name or description): charge count, total spent, average amount, first and last charge dates, and the matching transactions, newest first. Default window is the last 12 months. Transactions are paginated with limit/offset (default 50, max 200); the totals cover every match. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
limitoffsetend_datemerchantrequiredaccount_idstart_dateList Spending Categories
List the spending categories that appear in the user's transactions, with transaction count and net dollar total per category, largest first. Default window is the last 90 days. These are the values the category parameter of list_transactions accepts. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
end_datestart_dateList Investment Holdings
List current investment positions (ticker, name, quantity, price, market value, cost basis, gain/loss) across connected investment accounts, largest value first, plus portfolio totals. Cost basis and gain/loss are null when the institution doesn't report cost basis. Paginated with limit/offset (default 50, max 200). The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
limitoffsetaccount_idList Investment Transactions
List investment account activity (buys, sells, dividends and other cash events, fees, transfers), newest first, with ticker, quantity, price, and amount. Dividends have type "cash" and subtype "dividend". Default window is the last 90 days. Paginated with limit/offset (default 50, max 100). The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.
typelimitoffsetsubtypeend_dateaccount_idstart_dateConnect a Bank
Get a link for connecting a new bank account to BankBridge, plus reconnect links for any already-connected bank that needs re-authorization or whose consent expires within 30 days. This tool only returns links: the bank connection itself happens when the user opens the link in their browser and signs in to their bank on bankbridge.money. Nothing is connected or changed by calling it.
Takes no parameters.
100% of the applicable checks met
How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.
hermes plugins install bankbridge-money/bankbridge-plugin --no-enablehermes plugins enable bankbridgemcp_servers: bankbridge: url: https://bankbridge.money/api/mcp auth: oauthhermes mcp login bankbridge/plugin marketplace add bankbridge-money/bankbridge-plugin/plugin install bankbridgeclaude mcp add --scope user --transport http bankbridge https://bankbridge.money/api/mcpgemini mcp add --scope user --transport http bankbridge https://bankbridge.money/api/mcpcodex mcp add bankbridge --url https://bankbridge.money/api/mcpnpx skills add bankbridge-money/bankbridge-plugin # this project (asks which agents)npx skills add bankbridge-money/bankbridge-plugin -g # user-level, every project