BankBridge

Name: BankBridge
Author: bankbridge-money

by bankbridge-moneyversion 1.0.4i★ –iRuns in the cloud

Registry namemoney.bankbridge/server

Install

Overview

Description from the maker (original English)

Works in any MCP agent, including local models. Read-only bank accounts, spending, investments.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi3 of 3 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs in the cloud
Transport: Streamable HTTP
Category: Other
You need to fill in: Authorization

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 3 of 3 passed
Runs on the maker’s server: what you ask it goes through their server.
Can do 12 things (tools) list_accounts, get_account, list_transactions, search_transactions …
You fill in yourself: Authorization

Values marked secret are keys to your account. Never share them or paste them into a chat.

You need

Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

This address needs a key in a request header, which the add-connector menu cannot set. Use Claude Code, Cursor or VS Code instead.

Run this in your terminal

claude mcp add --transport http server https://bankbridge.money/api/mcp --header 'Authorization: your-value'

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "server": {
      "url": "https://bankbridge.money/api/mcp",
      "headers": {
        "Authorization": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "server": {
      "type": "http",
      "url": "https://bankbridge.money/api/mcp",
      "headers": {
        "Authorization": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This address needs a key in a request header, which the add-connector menu cannot set. Use Claude Code, Cursor or VS Code instead.

Your choice stays on this device in a cookie; no account needed.

Values you fill in

Authorization secret HTTP header
Optional. Sign in with OAuth (no key needed), or send Bearer bbk_... from bankbridge.money/dashboard/settings.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 7, 2026. The maker wrote them, not us; we show them as plain text.

list_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 ab
get_account
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 mes
list_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
search_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` arr
get_spending_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 res
get_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 mo
get_monthly_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). Th
get_merchant_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 paginate
list_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 `war
list_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 wit
list_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
connect_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 th

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026

✓ Pass
Maker matches the repo
The registry name was verified against the domain bankbridge.money (the registry checks domain ownership)
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
✓ Pass
Endpoint responds
Responded in 279 ms (HTTP 200)
– Not applicable
Sign-in with OAuth
No sign-in needed
✓ Pass
No hidden instructions in tool descriptions
Read 12 tool descriptions and found no hidden instructions to the AI

Compared with others in Otheri

More stars than 0% of the other 18380 servers in this category
Published to the registry more recently than 96% of the other 18380 servers in this category
Basic checks equal to or better than 100% of the other 18380 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is BankBridge safe?

It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: Authorization

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.0.4) reached the registry yesterday.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Spec Driven Development, Remote Desktop Commander, Tethered Trust

Alternatives

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

BankBridge

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.

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.

Install

Local models and self-hosted agents

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:

hermes plugins install bankbridge-money/bankbridge-plugin --no-enable

hermes plugins enable bankbridge

mcp_servers:

bankbridge: url: https://bankbridge.money/api/mcp auth: oauth

hermes mcp login bankbridge

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.

Claude.ai, Claude Desktop, Claude mobile, Cowork

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.

Claude Code (plugin, with 19 slash commands)

/plugin marketplace add bankbridge-money/bankbridge-plugin

/plugin install bankbridge

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:

claude mcp add --scope user --transport http bankbridge https://bankbridge.money/api/mcp

Cursor, VS Code (Copilot)

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.

Gemini CLI, Codex CLI

gemini mcp add --scope user --transport http bankbridge https://bankbridge.money/api/mcp

codex mcp add bankbridge --url https://bankbridge.money/api/mcp

Both discover BankBridge’s OAuth sign-in automatically (Gemini: run /mcp auth bankbridge; Codex opens the browser on its own).

Everything else

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:

A BankBridge account: sign up ($5/mo or $50/yr per connected bank), or try the demo with sample data from the sign-in screen, no signup
At least one bank connected: linked on the dashboard in ~30 seconds

Install the skill in any agent

npx skills add bankbridge-money/bankbridge-plugin        # this project (asks which agents)

npx skills add bankbridge-money/bankbridge-plugin -g # user-level, every project

Where the skill lands (to install by hand, copy skills/bankbridge/ there):

Agent	Project folder	User folder (`-g`)
Claude Code	`.claude/skills/bankbridge/`	`~/.claude/skills/bankbridge/`
Codex	`.agents/skills/bankbridge/`	`~/.codex/skills/bankbridge/`
Cursor	`.agents/skills/bankbridge/`	`~/.cursor/skills/bankbridge/`
GitHub Copilot	`.agents/skills/bankbridge/`	`~/.copilot/skills/bankbridge/`
Gemini CLI	`.agents/skills/bankbridge/`	`~/.gemini/skills/bankbridge/`
OpenCode	`.agents/skills/bankbridge/`	`~/.config/opencode/skills/bankbridge/`
Cline	`.agents/skills/bankbridge/`	`~/.agents/skills/bankbridge/`
Windsurf	`.windsurf/skills/bankbridge/`	`~/.codeium/windsurf/skills/bankbridge/`
Goose	`.goose/skills/bankbridge/`	`~/.config/goose/skills/bankbridge/`
OpenClaw	`skills/bankbridge/`	`~/.openclaw/skills/bankbridge/`

The skill tells your agent when and how to use BankBridge; the MCP server does the work, so connect that too (see Install above).

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.

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.

💨 Quick lookups: fastest path from install to first result

Command	What it does
`/balances`	Snapshot of every account, rolling total, credit utilization.
`/weekly-review`	Last 7 days at a glance: total spend, biggest charges, surprises.

📊 Spending analysis: group and slice

Command	What it does
`/spending-by`	Flexible group-by. Slice by category, merchant, month, or week for any window.
`/compare-months`	Side-by-side month comparison with category deltas and callouts.
`/category-deep-dive`	Zoom into one category: every transaction, top merchants, cadence, outliers.

💰 Cashflow & budgeting: real numbers only

Command	What it does
`/monthly-check`	One-page monthly report: cashflow, top categories, merchants, subscriptions.
`/cashflow-trend`	Multi-month income vs expenses table with trend takeaways.
`/budget-draft`	Draft a realistic budget from your actual last 3 months of spending.

📈 Investments: if you have a brokerage connected

Command	What it does
`/portfolio-health`	Total value, gain/loss, concentration check, positions >20% flagged.
`/dividends`	YTD dividends received by ticker with run-rate.

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

Command	What it does
`/monthly-chart`	Bar chart of income vs expenses for the last N months. Writes `cashflow.png`.
`/category-pie`	Pie chart of spending by category. Writes `spending-pie.png`.
`/tax-prep`	Exports a full year of transactions + category totals to CSV.

🛡 Detective work: peace of mind

Command	What it does
`/subscriptions`	Every recurring charge, sorted, with age and price-drift flags.
`/price-creep`	Subscriptions whose price increased. Catch Netflix hikes before your card does.
`/duplicate-check`	Same-merchant, same-amount charges within 48 hours, plus outliers.
`/fraud-check`	Wider net: unfamiliar merchants, amount outliers, off-hours charges.

📝 Reports: shareable, archivable, email-worthy

Command	What it does
`/monthly-report`	Polished narrative report for a given month.
`/year-in-review`	Spotify Wrapped for your money.

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?

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.

Under the hood: 12 MCP tools

Claude Code picks these automatically based on your question. You never have to name them, but here’s what’s available:

Tool	Purpose
`list_accounts`	All connected bank accounts with current balances
`get_account`	Detail lookup for one account by id
`list_transactions`	Filter by date range, amount, category, account, pending flag
`search_transactions`	Substring match on merchant name + description
`get_spending_summary`	Group spending by category / merchant / month / week

| get_recurring_charges

Only the beginning is shown; read the rest in the repo

BankBridge

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Otheri

Common questions

Alternatives

Spec Driven Development

Remote Desktop Commander

Tethered Trust

README from the maker

BankBridge

Install

Local models and self-hosted agents

Claude.ai, Claude Desktop, Claude mobile, Cowork

Claude Code (plugin, with 19 slash commands)

Cursor, VS Code (Copilot)

Gemini CLI, Codex CLI

Everything else

Install the skill in any agent

19 slash commands, included

💨 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)

Under the hood: 12 MCP tools