Step 1: the Owner adds the connector
These steps follow Anthropic's custom connectors page, read November 6, 2026. On Team, only an Owner or Primary Owner can do this. On Enterprise, so can someone with a custom role that includes Manage access to Libraries.
- Open Organization settings, then Connectors.
- Click Add, hover over Custom and select Web.
- Name it BankBridge. Members see this name in their list.
- Enter the URL
https://bankbridge.money/api/mcpand click Continue. - Review the authentication settings Claude detected and click Continue.
- Under Authentication, pick a sign-in option. Don't pick No sign in.
- Leave Request headers empty and click Add.
Keep API keys out of that form. A BankBridge key in Request headers would be a shared credential, and Anthropic's docs warn that a shared credential gives everyone who uses the connector that credential's access. With sign-in, each person reaches only their own BankBridge account.
Step 2: each member connects
This applies to anyone on the team who needs bank data, including the Owner:
- Go to Customize, then Connectors.
- Find BankBridge in the list. It may show a Custom label.
- Click Connect and sign in to BankBridge with the emailed code or Google.
- Pick a plan and link a bank on its own sign-in screen.
- In a chat, click the + button, open Connectors and make sure BankBridge is on.
Who sees which accounts
| Person | Can see | Pays BankBridge |
|---|---|---|
| Owner who only added the connector | No bank data | Nothing |
| Person who runs the books and linked the company bank | The company accounts they shared | $5 a month per bank |
| Member who hasn't connected | No bank data | Nothing |
Your bank's sign-in screen usually lets you choose which accounts to share. Numbers that enter a chat are visible to anyone that chat is shared with, so keep finance chats private unless you mean to share them. When you do need to pass results along, send the finished report or CSV.
First questions to ask
"List my connected business accounts with the last four digits of each."
"Which recurring charges on the business card went up this year?"
For the monthly routine, follow the LLC month-end close: a P&L, owner draws and a CSV for your accountant.
Scheduled reports on a team
Anthropic lists scheduled tasks on Team and Enterprise, and says they can use the connectors you've set up. Admins control Cowork access, and Owners can turn off Claude Code's cloud tasks for the whole organization. Those cloud tasks belong to one person's account and aren't shared with teammates, so the person who runs the books should create them. The prompts are in scheduled money reviews.
If your team uses ChatGPT
The setup is different there, and your workspace admin controls what's available. Start with our ChatGPT workspace setup page. One BankBridge account can serve Claude and ChatGPT at once, so the same linked bank works in both without a second charge.
Owners can add the connector any time, since doing so links no bank and starts no charge. Whoever runs the books can then connect the business bank.