How-to

BankBridge with Claude Desktop

2 min read
Add BankBridge to Claude Desktop once, then ask it about your real bank accounts, transactions, subscriptions, and investment holdings. Every question live-fetches in real time — nothing is cached. $5/mo per connected bank.

Setup

Paste the config below into Custom Connector. Swap the placeholder key for your real bbk_ key from your dashboard.

1. Claude Desktop → Settings → Connectors → Add custom connector
2. URL: https://bankbridge.money/api/mcp
3. Leave Advanced settings empty — OAuth is auto-discovered.
4. Click Connect, sign in to BankBridge, click Allow.

(No token needed — OAuth handles it.)

The full doc page for Claude Desktopauto-fills your real key when you’re signed in.

Three prompts to try

  • “List my bank accounts and current balances.”
  • “How much did I spend on food this month?”
  • “What are my recurring subscriptions?”

If it doesn’t work

Check the Claude Desktop doc page for the Troubleshooting section. 90% of first-time failures are either a missing Bearer prefix (note the space) or a placeholder key that didn’t get replaced with a real one.