How-to

BankBridge with Codex CLI

2 min read
Add BankBridge to Codex CLI 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 ~/.codex/config.toml. Swap the placeholder key for your real bbk_ key from your dashboard.

# Add once at top level (enables streamable-HTTP MCP):
experimental_use_rmcp_client = true

[mcp_servers.bankbridge]
url = "https://bankbridge.money/api/mcp"
bearer_token_env_var = "BANKBRIDGE_API_KEY"

# Then in your shell:
# export BANKBRIDGE_API_KEY="bbk_your_api_key_here"

The full doc page for Codex CLIauto-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 Codex CLI 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.