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.

Conseil · 7 min

La meilleure AI pour les finances personnelles

La réponse honnête n’est pas un produit. C’est une combinaison : choisissez un agent que vous utilisez déjà, donnez-lui un accès en lecture à votre banque, posez vos questions d’argent avec vos propres mots.

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.

Astuce · 6 min

Un abonnement, quatre noms : repérer les renommages de libellés de facturation

Les marchands renomment leurs libellés de facturation en permanence, un même abonnement peut donc apparaître sous deux ou trois marchands différents dans votre historique. Voici la recette à trois signaux pour détecter un renommage avec un agent.

Astuce · 6 min

Ne projetez pas à partir d'un seul mois : prompts pour les dépenses saisonnières

L'électricité double l'été, le gaz triple l'hiver. Voici le modèle de prompt sur 12 mois qui empêche votre agent d'annualiser un mensonge.

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 · 2 min

Ask your agent about your rent

Track monthly rent, confirm it posted, spot unexpected fees. Two prompts to start.

Tip · 2 min

Ask your agent about groceries

Monthly grocery spend, across every store, split between in-person and delivery.

Tip · 2 min

Ask your agent about subscriptions

Every recurring charge, ranked by cost. Find the ones you forgot about.

Tip · 2 min

Ask your agent about monthly cashflow

Income minus expenses, top income sources, top expense categories, net number.

Tip · 2 min

Ask your agent about your savings rate

What percent of your take-home pay is staying in accounts instead of being spent.

Tip · 2 min

Ask your agent about bank fees

Overdrafts, ATM fees, interest charges, foreign transaction fees, monthly maintenance.

Tip · 2 min

Ask your agent about payroll

Direct deposits from employers, pay cadence, YTD gross, any unexpected changes.

Tip · 2 min

Ask your agent about quarterly taxes

For LLC owners and freelancers: estimated tax math, when to send, how much.

Tip · 2 min

Ask your agent about investment allocation

What percent of your portfolio is in each position, sector, or asset class.

Tip · 2 min

Ask your agent about dividends

Dividend income received, which positions pay, YTD dividend yield.

Tip · 2 min

Ask your agent about gas and fuel

Monthly fuel spend, across every gas station, to track commuting costs.

Tip · 2 min

Ask your agent about Amazon spending

Every Amazon charge, across Prime, Whole Foods, digital purchases, AWS.

Tip · 2 min

Ask your agent about coffee

The classic latte-math question, now answered with real data.

Tip · 2 min

Ask your agent about restaurants

Dining-out spend, split from groceries, across in-person and delivery.

Tip · 2 min

Ask your agent about Uber and Lyft

Rideshare spending, across Uber + Lyft + taxis, monthly trend.