Claude Desktop

Custom Connector.

Add BankBridge in Settings → Connectors. OAuth signs you in, tools + prompts appear in-app automatically. Same flow as claude.ai web, just inside the desktop app.

Step 01

Click to install, or open Settings → Connectors.

Add to Claude →

Opens BankBridge in the Claude Connectors Directory. Click Connect, then sign in to BankBridge.

Directory not loading? Add it as a custom connector instead (name and URL come prefilled).

Claude Desktop → Settings → Connectors → Browse connectors, search for BankBridge(it’s in the Claude Connectors Directory) and click Connect. Prefer a URL? Use Add custom connector with the URL below.

Step 02

Or paste the server URL.

URL:

https://bankbridge.money/api/mcp

Leave the Advanced fields empty. OAuth is auto-discovered.

Step 03

Connect + approve.

Click Connect, sign in with your BankBridge email, click Allow. Claude Desktop gets an access token scoped to your account. No API key to copy, no token to paste. If you rotate anything later, click Connect again.

Step 04

Use the tools + the + button.

The 12 MCP tools are available to every chat automatically. Try:

try this

how much did I spend this week?

The + button in the chat input surfaces BankBridge’s 19 slash-command prompts: /monthly-check, /subscriptions, /portfolio-health, and more. One click fills the full prompt template; Claude runs the multi-step flow. Works the same way in Claude iOS, Android, and Cowork.

Troubleshooting

Desktop shows 'Unable to connect to extension server'.

Claude Desktop has an occasional bug where the connector fails to (re)start after a laptop sleep or update.

Fix: Settings → Connectors → toggle BankBridge off, then back on.

401 Unauthorized on every call.

The API key is missing, typo'd, or got revoked. Check the Authorization header starts with `Bearer ` (note the space) and ends in a key you still own.

Fix: Paste a fresh key from Settings.

Tools return setup_required.

Your BankBridge account has no active subscription yet, or it was canceled or is past due. The connection itself works; each tool answers with the link that finishes setup.

Fix: Visit Settings to start or restore your subscription, then connect a bank.

Tools return a NO_CONNECTIONS warning.

You haven't linked a bank yet.

Fix: Visit Connect a bank . The bank-connect flow opens automatically, ~30 seconds.

Tools return REAUTH_REQUIRED.

Your bank requires re-authorization (happens every 90 days at most institutions).

Fix: Visit the dashboard. The affected bank will have a Reconnect button.

Why the Custom Connector (not .mcpb)

Claude Desktop supports two install formats: Custom Connector (remote URL, OAuth) and the .mcpb bundle (local executable, bearer token). We recommend the Custom Connector because the .mcpbflow shows a generic “grant this extension access to everything on your computer” warning on install accurate for the format in general, but misleading for BankBridge, which only makes HTTP calls to our server. Custom Connector skips all of that: no local process, no filesystem access, no scary dialog.

Prefer the .mcpb bundle?

Still supported. Download bankbridge.mcpb, double-click it, paste your API token from your dashboard when prompted.

The bundle wraps mcp-remote, a stdio → HTTP proxy that forwards your requests to bankbridge.money/api/mcpwith your bearer token. It’s functionally equivalent to the Custom Connector. Only the install path differs.

Problems? Email hello@bankbridge.money.