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Claude Code

One-line plugin install.

The fastest way in. Runs inside Claude Code as a plugin. Install it, then sign in once from /mcp. No key to copy.
Step 01

Install the plugin in Claude Code.

in any Claude Code session
/plugin marketplace add bankbridge-money/bankbridge-plugin
/plugin install bankbridge
Step 02

Sign in once.

Run /mcp, pick bankbridge and choose Authenticate. Your browser opens BankBridge: sign in, then click Allow. Claude Code keeps the sign-in, so you won’t be asked again. No account yet? The same screen walks you through picking a plan and connecting a bank, then brings you back.

Step 03

There is no step 3.

Ask your agent anything: “how much did I spend on restaurants last month?”

No plugin, no key

Already added BankBridge on claude.ai? Claude Code picks up your claude.ai connectors when you’re signed in with the same Claude account: run /mcp and it’s listed as claude.ai BankBridge. Otherwise one command adds the server and /mcp signs you in through your browser:

terminal
claude mcp add --scope user --transport http bankbridge https://bankbridge.money/api/mcp
# then run /mcp in Claude Code and choose Authenticate

You get the same 12 tools this way; the plugin also adds the 19 slash commands below. Prefer a static key? Edit .mcp.json by hand:

.mcp.json (project-scoped)
{
  "mcpServers": {
    "bankbridge": {
      "type": "http",
      "url": "https://bankbridge.money/api/mcp",
      "headers": {
        "Authorization": "Bearer bbk_your_api_key_here"
      }
    }
  }
}
Slash commands included

19 slash commands, out of the box.

Once installed, type /in any Claude Code session. Every command 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 'just installed' to 'it works'.
/balances
Balances

Quick balance snapshot. Every account, a rolling total, and credit utilization at a glance.

/weekly-review
Weekly review

Last 7 days at a glance. Total spend, biggest charges, and anything new or unusual.

Spending analysis

Group and slice. Perfect for weekly or monthly reviews.
/spending-by
Spending by …

Flexible group-by. Slice your spend by category, merchant, month, or week, for any window.

/spending-by merchant last 90 days
/compare-months
Compare months

Side-by-side month comparison with category deltas and callouts for meaningful changes.

/compare-months 2026-03 vs 2026-02
/category-deep-dive
Category deep dive

Zoom into one category. Every transaction, top merchants, cadence, and the biggest outliers.

/category-deep-dive FOOD_AND_DRINK last 90 days

Cashflow & budgeting

Income vs expenses, baseline vs discretionary. Real numbers only.
/monthly-check
Monthly check

One-page monthly report. Cashflow, top categories, top merchants, subscriptions, investment delta.

/monthly-check march 2026
/cashflow-trend
Cashflow trend

Multi-month income vs expenses table + takeaways on where things are trending.

/cashflow-trend 6
/budget-draft
Budget draft

Draft a realistic monthly budget from your actual last-3-months spending, split into fixed vs variable.

Investments

Holdings, dividends, concentration. Requires a brokerage account connected.
/portfolio-health
Portfolio health

Total value, gain/loss, and concentration check. Flags any single position >20% of portfolio.

/dividends
Dividends

YTD dividends received by ticker, with run-rate and recent payments.

/dividends 2025

Charts & exports

Agents with code execution (Claude Code, ChatGPT Code Interpreter) can draw and save files.
/monthly-chart
Monthly chart

Plot a bar chart of income vs expenses for the last N months. Writes cashflow.png.

/monthly-chart 12
/category-pie
Category pie

Pie chart of spending by category (or ASCII donut fallback). Writes spending-pie.png.

/category-pie march
/tax-prep
Tax prep export

Exports a full year of transactions + category totals to CSV for bookkeeping or tax filing.

/tax-prep 2025

Detective work

Fraud checks, duplicates, price creep, and subscription audits.
/subscriptions
Subscription audit

Every recurring charge, sorted, with age and price-drift flags. Surfaces forgettable ones under $20/mo.

/price-creep
Price creep

Subscriptions whose price increased over the last 12 months. Catch Netflix hikes before your card does.

/duplicate-check
Duplicate check

Finds same-merchant + same-amount charges within 48 hours plus statistical outliers.

/fraud-check
Fraud check (broad)

Wider net than duplicate-check: unfamiliar merchants, amount outliers, off-hours charges.

Reports

Polished narrative outputs you can save, share, or email.
/monthly-report
Monthly report (narrative)

Polished prose report for a given month. Shareable, archivable, email-worthy.

/monthly-report march 2026
/year-in-review
Year in review

Spotify Wrapped for your money. Full-year cashflow, top merchants, recurring tax, fun stats.

/year-in-review 2025
Problems? Email hello@bankbridge.money.