How-to

Step-by-step guides.

Guide · 4 min

Comment connecter votre banque à Claude

Créez un compte, connectez une banque, ajoutez BankBridge à Claude. Cinq minutes, trois versions de Claude, une seule clé bearer.

How-to · 5 min

How to give Claude access to your bank account

Four steps. After that, Claude can answer any question about your money in plain English.

Guide · 6 min

Les agents AI peuvent-ils voir mon compte bancaire ?

Réponse courte : oui, si vous lui en donnez l’accès. La réponse longue porte sur les trois façons dont les agents peuvent lire vos comptes aujourd’hui, et laquelle est vraiment sûre.

How-to · 3 min

Comment interroger votre agent sur vos dépenses du mois

Quelques prompts qui transforment « comment je m'en sors ce mois-ci ? » en un bilan de trésorerie en 10 secondes.

Guide pratique · 5 min

Comment auditer vos abonnements avec un agent

Les abonnements oubliés sont le poste le plus fiable à réduire. Votre agent peut tous les trouver en moins d'une minute.

Guide pratique · 4 min

Comment connecter plusieurs banques à un seul agent

Compte courant chez Chase, épargne chez Ally, carte de crédit chez AmEx, courtage chez Fidelity. Un seul agent, une seule conversation.

How-to · 2 min

How to rotate your BankBridge API key

Lost a machine, suspect a leak, or just rotating quarterly? One click does it.

How-to · 7 min

How to do tax prep with AI and your bank data

Tax prep for LLCs, freelancers, and 1099 contractors is mostly data wrangling. Once your agent can read your bank, that part shrinks to one conversation.

How-to · 5 min

How to find recurring charges with AI

Your bank statements are noisy. An AI agent connected to your accounts can pull every recurring charge in one query and flag the ones that crept up in price.

Guide pratique · 5 min

Comment connecter votre banque à ChatGPT

Activez le mode développeur, importez une URL, approuvez l'accès via OAuth. Cinq minutes plus tard, ChatGPT répond à vos questions sur vos soldes et dépenses réels.

How-to · 5 min

How to connect your bank to Gemini CLI

One JSON block in ~/.gemini/settings.json and Gemini CLI can answer real questions about your accounts. The httpUrl key is the part everyone gets wrong.

Tutoriel · 5 min

Comment connecter votre banque à Codex CLI

Codex CLI parle MCP, mais sa documentation reste légère sur les exemples de configuration réels. Voici un bloc mcp_servers qui fonctionne, le flag qui charge les serveurs distants, et comment vérifier que les 11 outils sont bien apparus.

Tutoriel · 6 min

Consultez votre solde bancaire sans quitter votre éditeur de code

La configuration MCP exacte pour Cursor, Windsurf et Zed, ainsi que la requête qui transforme "ouvrir l'appli bancaire" en une question posée à votre éditeur.

How-to · 6 min

How to Make Your Agent Watch for a Specific Charge (or a Missing Refund)

Waiting on a refund shouldn't mean checking your bank portal every morning. Give your agent a watch prompt and a daily schedule, and it'll tell you the moment the credit posts.

Guide pratique · 6 min

Comment exporter les transactions bancaires vers un tableur avec un agent IA

Demandez une période à votre agent et récupérez un CSV propre : colonnes personnalisées, étiquettes de catégories et fusion multi-comptes qu'aucun portail bancaire ne propose.

How-to · 6 min

How to Reconnect a Bank After You Change Your Password

Changing your bank password revokes the credential your connection runs on. Here's the two-minute relink flow, plus why your agent should match accounts by mask afterward.

How-to · 6 min

Why Can't My Agent See My Bank? A Troubleshooting Checklist

Five under-a-minute checks that find why your agent can't see your bank: a missing server, a bad key, an expired connection, disabled tools, or a bank you never linked.

How-to · 6 min

Calculate Your Personal Runway With an AI Agent (No Spreadsheet)

One prompt that pulls your live balances, averages six months of true burn, and returns your runway in months. No spreadsheet, no stale numbers.

How-to · 2 min

BankBridge with Claude Code

Pre-filled install snippet and three example prompts for using BankBridge inside Claude Code.

How-to · 2 min

BankBridge with Claude Desktop

Pre-filled install snippet and three example prompts for using BankBridge inside Claude Desktop.

How-to · 2 min

BankBridge with Claude.ai web

Pre-filled install snippet and three example prompts for using BankBridge inside Claude.ai web.

How-to · 2 min

BankBridge with ChatGPT

Pre-filled install snippet and three example prompts for using BankBridge inside ChatGPT.

How-to · 2 min

BankBridge with Cursor

Pre-filled install snippet and three example prompts for using BankBridge inside Cursor.

How-to · 2 min

BankBridge with GitHub Copilot

Pre-filled install snippet and three example prompts for using BankBridge inside GitHub Copilot.

How-to · 2 min

BankBridge with Gemini CLI

Pre-filled install snippet and three example prompts for using BankBridge inside Gemini CLI.

How-to · 2 min

BankBridge with Codex CLI

Pre-filled install snippet and three example prompts for using BankBridge inside Codex CLI.

How-to · 2 min

BankBridge with Windsurf

Pre-filled install snippet and three example prompts for using BankBridge inside Windsurf.

How-to · 2 min

BankBridge with Continue.dev

Pre-filled install snippet and three example prompts for using BankBridge inside Continue.dev.

How-to · 2 min

BankBridge with Cline / Roo

Pre-filled install snippet and three example prompts for using BankBridge inside Cline / Roo.

How-to · 2 min

BankBridge with Zed

Pre-filled install snippet and three example prompts for using BankBridge inside Zed.

How-to · 2 min

BankBridge with JetBrains Junie

Pre-filled install snippet and three example prompts for using BankBridge inside JetBrains Junie.

How-to · 2 min

BankBridge with LM Studio

Pre-filled install snippet and three example prompts for using BankBridge inside LM Studio.

How-to · 2 min

BankBridge with Warp

Pre-filled install snippet and three example prompts for using BankBridge inside Warp.

How-to · 2 min

BankBridge with Raycast

Pre-filled install snippet and three example prompts for using BankBridge inside Raycast.

How-to · 2 min

BankBridge with Goose

Pre-filled install snippet and three example prompts for using BankBridge inside Goose.

How-to · 2 min

BankBridge with Kiro

Pre-filled install snippet and three example prompts for using BankBridge inside Kiro.

How-to · 2 min

BankBridge with ChatGPT (Apps SDK)

Pre-filled install snippet and three example prompts for using BankBridge inside ChatGPT (Apps SDK).

How-to · 2 min

BankBridge with ChatGPT Enterprise

Pre-filled install snippet and three example prompts for using BankBridge inside ChatGPT Enterprise.

How-to · 2 min

BankBridge with opencode

Pre-filled install snippet and three example prompts for using BankBridge inside opencode.

How-to · 2 min

BankBridge with Codex Cloud

Pre-filled install snippet and three example prompts for using BankBridge inside Codex Cloud.

How-to · 2 min

BankBridge with Gemini Code Assist

Pre-filled install snippet and three example prompts for using BankBridge inside Gemini Code Assist.

How-to · 2 min

BankBridge with OpenClaw

Pre-filled install snippet and three example prompts for using BankBridge inside OpenClaw.

How-to · 2 min

BankBridge with Raw HTTP

Pre-filled install snippet and three example prompts for using BankBridge inside Raw HTTP.

How-to · 2 min

BankBridge with Vertex AI

Pre-filled install snippet and three example prompts for using BankBridge inside Vertex AI.

How-to · 2 min

BankBridge with OpenAI AgentKit

Pre-filled install snippet and three example prompts for using BankBridge inside OpenAI AgentKit.

How-to · 2 min

BankBridge with OpenAI Responses API

Pre-filled install snippet and three example prompts for using BankBridge inside OpenAI Responses API.

How-to · 4 min

How to give Claude Code access to your bank account

Four steps to let Claude Code answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Claude Desktop access to your bank account

Four steps to let Claude Desktop answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Claude.ai web access to your bank account

Four steps to let Claude.ai web answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give ChatGPT access to your bank account

Four steps to let ChatGPT answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Cursor access to your bank account

Four steps to let Cursor answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give GitHub Copilot access to your bank account

Four steps to let GitHub Copilot answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Gemini CLI access to your bank account

Four steps to let Gemini CLI answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Codex CLI access to your bank account

Four steps to let Codex CLI answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Windsurf access to your bank account

Four steps to let Windsurf answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Continue.dev access to your bank account

Four steps to let Continue.dev answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Cline / Roo access to your bank account

Four steps to let Cline / Roo answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Zed access to your bank account

Four steps to let Zed answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give JetBrains Junie access to your bank account

Four steps to let JetBrains Junie answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give LM Studio access to your bank account

Four steps to let LM Studio answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Warp access to your bank account

Four steps to let Warp answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Raycast access to your bank account

Four steps to let Raycast answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Goose access to your bank account

Four steps to let Goose answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Kiro access to your bank account

Four steps to let Kiro answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give ChatGPT (Apps SDK) access to your bank account

Four steps to let ChatGPT (Apps SDK) answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give ChatGPT Enterprise access to your bank account

Four steps to let ChatGPT Enterprise answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give opencode access to your bank account

Four steps to let opencode answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Codex Cloud access to your bank account

Four steps to let Codex Cloud answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Gemini Code Assist access to your bank account

Four steps to let Gemini Code Assist answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give OpenClaw access to your bank account

Four steps to let OpenClaw answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Raw HTTP access to your bank account

Four steps to let Raw HTTP answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Vertex AI access to your bank account

Four steps to let Vertex AI answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give OpenAI AgentKit access to your bank account

Four steps to let OpenAI AgentKit answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give OpenAI Responses API access to your bank account

Four steps to let OpenAI Responses API answer questions about your bank accounts, transactions, and investments in plain English.