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Claude Code

One-line plugin install.

The fastest way in. Runs inside Claude as a plugin — just paste your API token when prompted.
Step 01

Grab your API token.

Your bbk_ key is pre-filled on your dashboard — just copy it from the Claude Code card. (Need a fresh one? Settings → Rotate.)

Step 02

Install the plugin in Claude Code.

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

After the second command, Claude Code prompts: “BankBridge API token”. Paste the bbk_ key from step 1 and press Enter. The plugin stores it in your Claude Code settings and attaches it to every MCP call as the Authorization: Bearerheader. You won’t be asked again.

Step 03

There is no step 3.

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

Prefer manual?

You can also skip the plugin and use the claude mcp add command or edit .mcp.json by hand.

claude mcp CLI
claude mcp add --transport http bankbridge \
  https://bankbridge.money/api/mcp \
  --header "Authorization: Bearer bbk_your_api_key_here"
.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.