How-to

Step-by-step guides.

Anleitung · 4 min

So verbindest du deine Bank mit Claude

Registrieren, Bank verknüpfen, BankBridge zu Claude hinzufügen. Fünf Minuten, drei Claude-Varianten, ein Bearer-Key.

How-to · 5 min

How to give Claude access to your bank account

Four steps. After that, Claude can answer any question about your money in plain English.

Anleitung · 6 min

Können AI-Agenten mein Bankkonto sehen?

Kurze Antwort: ja, wenn du einem Zugriff gibst. Die längere Antwort handelt von den drei Wegen, wie Agenten heute deine Konten lesen können, und welcher davon wirklich sicher ist.

How-to · 3 Min.

So fragst du deinen Agenten nach den Ausgaben dieses Monats

Eine Handvoll Prompts, die aus „Wie läuft es diesen Monat?“ eine 10-Sekunden-Cashflow-Übersicht machen.

Anleitung · 5 Min.

So prüfst du deine Abos mit einem Agenten

Vergessene Abos sind der zuverlässigste Posten zum Kürzen. Dein Agent findet jedes davon in unter einer Minute.

Anleitung · 4 Min.

Wie du mehrere Banken mit einem Agenten verbindest

Girokonto bei Chase, Sparkonto bei Ally, Kreditkarte bei AmEx, Depot bei Fidelity. Ein Agent, ein Gespräch.

How-to · 2 min

How to rotate your BankBridge API key

Lost a machine, suspect a leak, or just rotating quarterly? One click does it.

How-to · 7 min

How to do tax prep with AI and your bank data

Tax prep for LLCs, freelancers, and 1099 contractors is mostly data wrangling. Once your agent can read your bank, that part shrinks to one conversation.

How-to · 5 min

How to find recurring charges with AI

Your bank statements are noisy. An AI agent connected to your accounts can pull every recurring charge in one query and flag the ones that crept up in price.

Anleitung · 5 Min.

So verbindest du deine Bank mit ChatGPT

Entwicklermodus aktivieren, eine URL importieren, Zugriff per OAuth freigeben. Fünf Minuten später beantwortet ChatGPT Fragen zu deinen echten Kontoständen und Ausgaben.

How-to · 5 min

How to connect your bank to Gemini CLI

One JSON block in ~/.gemini/settings.json and Gemini CLI can answer real questions about your accounts. The httpUrl key is the part everyone gets wrong.

Anleitung · 5 Min.

So verbindest du deine Bank mit Codex CLI

Codex CLI spricht MCP, aber die Doku enthält kaum echte Konfigurationsbeispiele. Hier ist ein funktionierender mcp_servers-Block, das Flag, das Remote-Server lädt, und wie du prüfst, dass alle 11 Tools geladen sind.

How-to · 6 min

Prüfe deinen Kontostand, ohne deinen Code-Editor zu verlassen

Die exakte MCP-Konfiguration für Cursor, Windsurf und Zed, dazu die Prompts, die aus "Banking-App öffnen" eine Frage machen, die du deinem Editor stellst.

How-to · 6 min

How to Make Your Agent Watch for a Specific Charge (or a Missing Refund)

Waiting on a refund shouldn't mean checking your bank portal every morning. Give your agent a watch prompt and a daily schedule, and it'll tell you the moment the credit posts.

How-to · 6 min

So exportierst du Bankumsätze mit einem KI-Agenten in eine Tabelle

Nenn deinem Agenten einen Zeitraum und bekomm eine saubere CSV zurück: eigene Spalten, Kategorielabels und Kontenzusammenführungen, die kein Bankportal anbietet.

How-to · 6 min

How to Reconnect a Bank After You Change Your Password

Changing your bank password revokes the credential your connection runs on. Here's the two-minute relink flow, plus why your agent should match accounts by mask afterward.

How-to · 6 min

Why Can't My Agent See My Bank? A Troubleshooting Checklist

Five under-a-minute checks that find why your agent can't see your bank: a missing server, a bad key, an expired connection, disabled tools, or a bank you never linked.

How-to · 6 min

Calculate Your Personal Runway With an AI Agent (No Spreadsheet)

One prompt that pulls your live balances, averages six months of true burn, and returns your runway in months. No spreadsheet, no stale numbers.

How-to · 2 min

BankBridge with Claude Code

Pre-filled install snippet and three example prompts for using BankBridge inside Claude Code.

How-to · 2 min

BankBridge with Claude Desktop

Pre-filled install snippet and three example prompts for using BankBridge inside Claude Desktop.

How-to · 2 min

BankBridge with Claude.ai web

Pre-filled install snippet and three example prompts for using BankBridge inside Claude.ai web.

How-to · 2 min

BankBridge with ChatGPT

Pre-filled install snippet and three example prompts for using BankBridge inside ChatGPT.

How-to · 2 min

BankBridge with Cursor

Pre-filled install snippet and three example prompts for using BankBridge inside Cursor.

How-to · 2 min

BankBridge with GitHub Copilot

Pre-filled install snippet and three example prompts for using BankBridge inside GitHub Copilot.

How-to · 2 min

BankBridge with Gemini CLI

Pre-filled install snippet and three example prompts for using BankBridge inside Gemini CLI.

How-to · 2 min

BankBridge with Codex CLI

Pre-filled install snippet and three example prompts for using BankBridge inside Codex CLI.

How-to · 2 min

BankBridge with Windsurf

Pre-filled install snippet and three example prompts for using BankBridge inside Windsurf.

How-to · 2 min

BankBridge with Continue.dev

Pre-filled install snippet and three example prompts for using BankBridge inside Continue.dev.

How-to · 2 min

BankBridge with Cline / Roo

Pre-filled install snippet and three example prompts for using BankBridge inside Cline / Roo.

How-to · 2 min

BankBridge with Zed

Pre-filled install snippet and three example prompts for using BankBridge inside Zed.

How-to · 2 min

BankBridge with JetBrains Junie

Pre-filled install snippet and three example prompts for using BankBridge inside JetBrains Junie.

How-to · 2 min

BankBridge with LM Studio

Pre-filled install snippet and three example prompts for using BankBridge inside LM Studio.

How-to · 2 min

BankBridge with Warp

Pre-filled install snippet and three example prompts for using BankBridge inside Warp.

How-to · 2 min

BankBridge with Raycast

Pre-filled install snippet and three example prompts for using BankBridge inside Raycast.

How-to · 2 min

BankBridge with Goose

Pre-filled install snippet and three example prompts for using BankBridge inside Goose.

How-to · 2 min

BankBridge with Kiro

Pre-filled install snippet and three example prompts for using BankBridge inside Kiro.

How-to · 2 min

BankBridge with ChatGPT (Apps SDK)

Pre-filled install snippet and three example prompts for using BankBridge inside ChatGPT (Apps SDK).

How-to · 2 min

BankBridge with ChatGPT Enterprise

Pre-filled install snippet and three example prompts for using BankBridge inside ChatGPT Enterprise.

How-to · 2 min

BankBridge with opencode

Pre-filled install snippet and three example prompts for using BankBridge inside opencode.

How-to · 2 min

BankBridge with Codex Cloud

Pre-filled install snippet and three example prompts for using BankBridge inside Codex Cloud.

How-to · 2 min

BankBridge with Gemini Code Assist

Pre-filled install snippet and three example prompts for using BankBridge inside Gemini Code Assist.

How-to · 2 min

BankBridge with OpenClaw

Pre-filled install snippet and three example prompts for using BankBridge inside OpenClaw.

How-to · 2 min

BankBridge with Raw HTTP

Pre-filled install snippet and three example prompts for using BankBridge inside Raw HTTP.

How-to · 2 min

BankBridge with Vertex AI

Pre-filled install snippet and three example prompts for using BankBridge inside Vertex AI.

How-to · 2 min

BankBridge with OpenAI AgentKit

Pre-filled install snippet and three example prompts for using BankBridge inside OpenAI AgentKit.

How-to · 2 min

BankBridge with OpenAI Responses API

Pre-filled install snippet and three example prompts for using BankBridge inside OpenAI Responses API.

How-to · 4 min

How to give Claude Code access to your bank account

Four steps to let Claude Code answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Claude Desktop access to your bank account

Four steps to let Claude Desktop answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Claude.ai web access to your bank account

Four steps to let Claude.ai web answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give ChatGPT access to your bank account

Four steps to let ChatGPT answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Cursor access to your bank account

Four steps to let Cursor answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give GitHub Copilot access to your bank account

Four steps to let GitHub Copilot answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Gemini CLI access to your bank account

Four steps to let Gemini CLI answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Codex CLI access to your bank account

Four steps to let Codex CLI answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Windsurf access to your bank account

Four steps to let Windsurf answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Continue.dev access to your bank account

Four steps to let Continue.dev answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Cline / Roo access to your bank account

Four steps to let Cline / Roo answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Zed access to your bank account

Four steps to let Zed answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give JetBrains Junie access to your bank account

Four steps to let JetBrains Junie answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give LM Studio access to your bank account

Four steps to let LM Studio answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Warp access to your bank account

Four steps to let Warp answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Raycast access to your bank account

Four steps to let Raycast answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Goose access to your bank account

Four steps to let Goose answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Kiro access to your bank account

Four steps to let Kiro answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give ChatGPT (Apps SDK) access to your bank account

Four steps to let ChatGPT (Apps SDK) answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give ChatGPT Enterprise access to your bank account

Four steps to let ChatGPT Enterprise answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give opencode access to your bank account

Four steps to let opencode answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Codex Cloud access to your bank account

Four steps to let Codex Cloud answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Gemini Code Assist access to your bank account

Four steps to let Gemini Code Assist answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give OpenClaw access to your bank account

Four steps to let OpenClaw answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Raw HTTP access to your bank account

Four steps to let Raw HTTP answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Vertex AI access to your bank account

Four steps to let Vertex AI answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give OpenAI AgentKit access to your bank account

Four steps to let OpenAI AgentKit answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give OpenAI Responses API access to your bank account

Four steps to let OpenAI Responses API answer questions about your bank accounts, transactions, and investments in plain English.