---
title: "Claude.ai: Connect Your Bank in One Click | BankBridge"
description: "Ask Claude on the web what your credit card balance is. BankBridge is in the Claude Connectors Directory: open the listing, click Connect, sign in. Done in under a minute."
url: "https://bankbridge.money/docs/claude-web"
---
[← All integrations](https://bankbridge.money/docs)

Claude.ai web

# One click to add.

Works on all paid Claude plans (Pro, Max, Team, Enterprise) and the free tier (one connector). OAuth handles auth. No token pasting.

Step 01

## Click to install.

[Add to Claude →](https://claude.ai/directory/connectors/bankbridge)

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

Directory not loading? [Add it as a custom connector instead](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=BankBridge&connectorUrl=https%3A%2F%2Fbankbridge.money%2Fapi%2Fmcp) (name and URL come prefilled).

BankBridge is listed in the [Claude Connectors Directory](https://claude.ai/directory/connectors/bankbridge). The button opens the listing in a new tab: click **Connect**. You can also find it in Claude under **Settings → Connectors → Browse connectors** by searching for BankBridge.

Step 02

## Sign in to BankBridge.

Claude redirects you to BankBridge. Sign in with your magic link, click **Allow**, and you’re bounced back with the connector enabled.

Step 03

## Ask anything.

Start a new chat, toggle BankBridge on, ask:

try this

```
how much did I spend this week?
```

What Claude can do with it

12 tools, all read-only except `connect_bank`, which only returns a link for adding another bank. BankBridge can’t move money, make payments, or change anything at your bank.

-   List accounts and balances; look up one account
-   List and search transactions (up to 24 months)
-   Spending summaries by category, merchant, month or week
-   Recurring charges and monthly income vs. expenses
-   Merchant charge history and transaction categories
-   Investment holdings with gain/loss, and investment transactions

**Pricing:** $5/month per connected bank, or $50/year per bank. Cancel anytime from your dashboard. US banks only. Questions: [hello@greatwork.company](mailto:hello@greatwork.company).

One connector, every Claude surface

Connectors sync across claude.ai web, Claude Desktop, Claude iOS/Android, and [Claude Cowork](https://bankbridge.money/docs/claude-cowork). One authorization, everywhere. The 19 plugin slash-commands also appear under the **+** button in the chat input bar on mobile and desktop.

Prefer to do it manually?

In [claude.ai](https://claude.ai), profile avatar → **Settings → Connectors → Add custom connector**, paste:

Remote MCP server URL

```
https://bankbridge.money/api/mcp
```

Leave Advanced settings empty. Claude auto-discovers our OAuth endpoints.

Revoking access

Every OAuth authorization mints a scoped key visible in [Settings](https://bankbridge.money/dashboard/settings) (labeled _OAuth: Claude_). Delete it there to revoke immediately. Or remove the connector from Claude’s settings.

Troubleshooting

Tools authorize but don't fire.

Known Claude-side issue where the Bearer token isn’t attached to the first few MCP calls after authorizing. See [claude-code#46140](https://github.com/anthropics/claude-code/issues/46140).

**Fix:** Remove + re-add the connector. Usually clears it.

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](https://bankbridge.money/dashboard/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](https://bankbridge.money/dashboard/connect) . 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](https://bankbridge.money/dashboard). The affected bank will have a Reconnect button.

Problems? Email [hello@bankbridge.money](mailto:hello@bankbridge.money).