Connect Chase to Claude, ChatGPT or Cursor
Yes, Chase works with BankBridge. You sign in on Chase’s own site and approve read-only access, and then Claude, ChatGPT or Cursor can answer questions about your checking, savings, credit cards and Chase investment accounts. Nothing it connects can move money, and you can turn access off from inside Chase at any time.
How to connect Chase
- Sign in at bankbridge.money with your email (we send a 6-digit code) and pick a plan: $5 a month or $50 a year per bank.
- Choose Connect a bank, search for Chase, and sign in on Chase’s own screen. Pick which accounts to share.
- Add BankBridge to your AI app: one click in Claude, or follow the setup for ChatGPT, Cursor and others.
- Ask something like “What did I spend on my Chase credit card at restaurants last month?”
How Chase handles the sign-in
Chase says that when you link an account to an app you sign in with Chase, Chase shows you what it will share before you agree, and the app never sees your Chase username or password.
Source: Chase: Data sharingSee or turn off access from inside Chase
On chase.com, sign in and go to Security & privacy, then Linked apps and websites. In the Chase Mobile app, go to Profile & Settings, then Settings, then Security Center.
Chase began rolling out a new Data Security Center in its app in late September 2026, so the newest app version may label this screen differently.
Source: Chase: Data sharingYou can also disconnect Chase from your BankBridge dashboard, which removes the connection right away.
Good to know about Chase
You choose which Chase accounts to share. Chase's own example is sharing checking but not savings, so you can connect just the card you want your agent to see.
Source: Chase: Data sharing
Questions
Does BankBridge work with Chase?
Yes. Chase connects through a sign-in on Chase's own site, and BankBridge can read your checking, savings, credit cards and Chase investment accounts. BankBridge customers connect Chase today.
Does BankBridge or the AI get my Chase password?
No. You sign in with Chase directly and approve read-only access. BankBridge receives an access token, never your password, and Claude or ChatGPT only ever sees the answers to the questions you ask.
How do I turn off access from inside Chase?
On chase.com, sign in and go to Security & privacy, then Linked apps and websites. In the Chase Mobile app, go to Profile & Settings, then Settings, then Security Center. You can also disconnect the bank from your BankBridge dashboard at any time.
Can it move money or make payments?
No. BankBridge is read-only by design. Its tools can list balances, transactions, recurring charges and holdings, but none of them can move money, pay bills or place trades.
Bank details checked against Chase’s own pages on October 7, 2026. Menus change; if something here is out of date, tell us at hello@greatwork.company.
Ask about your Chase accounts
Connect Chase once, then ask Claude, ChatGPT or Cursor about your money in plain English.
- Read-only: your agent can look at transactions but can never move money.
- Nothing stored: every question is answered from a live fetch, then dropped.
- Works in Claude, ChatGPT, Claude Code, Cursor, Codex and other MCP apps. US banks.
- $5 a month per connected bank, or $50 a year. Cancel any time.
Other banks
Bank of America, Wells Fargo, U.S. Bank, PNC, Charles Schwab, Fidelity, or check any bank.