---
title: "Claude Code: Connect Your Bank in One Command | BankBridge"
description: "Ask Claude Code where your money went this month. One paste-and-run plugin command connects your bank, read-only, ready in about a minute."
url: "https://bankbridge.money/docs/claude-code"
---
[← All integrations](https://bankbridge.money/docs)

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](mailto:hello@bankbridge.money).