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

Open Settings → Connectors.

Claude Desktop → Settings → Connectors → Add custom connector.

Step 02

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.

Or: add from claude.ai web

Because custom connectors sync across every Claude surface, adding BankBridge on the web enables it in Desktop automatically. One-click via the button below:

Copies https://bankbridge.money/api/mcp, opens the connector dialog in a new tab.

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.

403 Forbidden.

Your BankBridge subscription is inactive (canceled or past-due), or your account has no connected banks.

Fix: Visit Settings to confirm your subscription is active.

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.