Tips

Small tricks. Big returns.

Tip · 8 min

Getting the most out of BankBridge's 12 MCP tools

One demo prompt per tool. Paste any of them into a fresh agent session to see what the tool can do.

Tip · 5 min

Prompt patterns for better financial questions

Six prompt patterns that turn vague questions into tight answers.

Consejo · 7 min

La mejor AI para finanzas personales

La respuesta honesta no es un producto. Es un stack: elige un agente que ya uses, dale acceso de lectura a tu banco y haz preguntas sobre tu dinero en lenguaje natural.

Tip · 6 min

Why Your Agent Double-Counts Credit Card Payments (and the Prompt That Fixes It)

The most common error in agent-generated spending summaries is counting both the card swipes and the checking payment that covers them. One sentence of prompt fixes it.

Tip · 6 min

Some Transfers Are Rent: Teaching Your Agent Which Outflows Count

Bank data labels a rent payment to your landlord the same way it labels moving money to savings: a transfer. Here's how to teach your agent which transfers count as real spending.

Tip · 6 min

Una suscripción, cuatro nombres: detecta cambios en los descriptores de cobro

Los comercios cambian los descriptores de cobro todo el tiempo, así que una sola suscripción puede aparecer como dos o tres comercios diferentes en tu historial de transacciones. Aquí tienes la receta de tres señales para detectar un cambio con un agente.

Tip · 6 min

No proyectes desde un solo mes: prompts para gastos estacionales

La luz se duplica en verano, el gas se triplica en invierno. Este es el patrón de prompt de 12 meses que evita que tu agente anualice una mentira.

Tip · 6 min

Every AI App That Supports MCP in 2026 (All 29, With Auth Details)

All 29 AI apps that can connect to a remote MCP server in 2026, in one list: auth method, config file, and a setup guide for each. Nobody else maintains this well, so we do.

Tip · 8 min

Is it safe to connect your bank account to ChatGPT or Claude?

The question has two halves: can the assistant do anything with your money, and where does the data go once it reads it. Here is how to judge both.

Tip · 14 min

15 money questions to ask your AI agent, and the tool it uses for each

A prompt library for everyday money questions: what to ask, which BankBridge tool answers it, and follow-ups that dig deeper.