BankBridge — Claude Code MCP server: what it does, how to install
Remote MCP server providing read-only access to bank accounts, cards, and investments. Enables AI coding agents to track spending and draft budgets.
claude mcp add --transport http server https://bankbridge.money/api/mcpWhat BankBridge does
BankBridge links assistants to financial institutions via a remote HTTP endpoint at https://bankbridge.money/api/mcp. All access is strictly read-only, which prevents any automated transfers or fund withdrawals. The platform works exclusively with US banks.
Authentication relies on an OAuth 2.1 browser flow or a persistent dashboard bearer token. In environments like Claude Code, the setup provides 19 pre-built prompts and slash commands. These include quick balance summaries via /balances, weekly spending checkups via /weekly-review, and multi-month expense breakdowns.
Live bank syncing costs $5 per month or $50 annually per linked institution. Without a paid subscription or linked account, the server functions only in sandbox mode using mock records.
What it helps with
- inspect account balances and credit card utilization
- detect recurring fees from inactive subscriptions
- group expenses by merchant or spending category
- draft an operational budget based on recent activity
Example prompts for the agent
- /balances
- How much did I spend on dining out last month?
- /weekly-review
How to install BankBridge
Platform CLI: remote server
claude mcp add --transport http server https://bankbridge.money/api/mcpPlatform CLI: remote server
codex mcp add bankbridge --url https://bankbridge.money/api/mcpConfig file
{
"mcpServers": {
"bankbridge": {
"url": "https://bankbridge.money/api/mcp"
}
}
}Config file
{
"servers": {
"bankbridge": {
"type": "http",
"url": "https://bankbridge.money/api/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http bankbridge https://bankbridge.money/api/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about BankBridge
How to install BankBridge in Claude Code?
Run claude mcp add --transport http bankbridge https://bankbridge.money/api/mcp in your terminal. When prompted on the first command, sign in through your web browser.
What operations can BankBridge perform?
It inspects account balances, retrieves transaction history, and calculates spending trends in read-only mode without the ability to move funds.
What are the requirements and pricing for BankBridge?
Live data requires a US bank account and a subscription priced at $5 monthly or $50 yearly per connected bank, though sample data is available for testing without payment.
