BankBridge MCP server

BankBridge for Claude

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.

Install

/plugin marketplace add bankbridge-money/bankbridge-plugin
/plugin install bankbridge

When prompted, paste your API token from bankbridge.money/dashboard. It’s pre-filled and copy-ready on your dashboard — just hit the big Copy button.

You’ll need:

• A BankBridge account — sign up ($5/mo per connected bank)
• At least one bank connected — linked via Plaid on the dashboard in ~30 seconds

That’s it. The plugin handles the rest.

19 slash commands, included

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

📊 Spending analysis — group and slice

💰 Cashflow & budgeting — real numbers only

📈 Investments — if you have a brokerage connected

📉 Charts & exports — agents that can run code can save files

🛡 Detective work — peace of mind

📝 Reports — shareable, archivable, email-worthy

Example prompts (no command required)

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?

Shortened. The full README is on GitHub.