1. Sign up + connect your bank
Head to bankbridge.money/login and sign in with your email. We send a magic link, no password. Once you’re in, the dashboard will prompt you to connect a bank.
The link flow happens inside a secure, bank-provided UI. You search for your institution (Chase, Bank of America, Capital One, your local credit union, etc.), enter the login you’d use on the bank’s website, and approve read-only access. BankBridge stores only an encrypted access token; we never see your bank password, and you can revoke access any time.
If you want investment data too (holdings, buys, sells, dividends), make sure to connect a brokerage like Fidelity, Schwab, or Robinhood. They show up in the same link flow.
2. Pick your flavor of Claude
BankBridge works with every MCP-speaking version of Claude. Each has its own one-screen setup on our docs:
- Claude Code — one-line CLI install, or add the plugin from our marketplace.
- Claude Desktop — Custom Connector. Paste the endpoint + bearer in the Connectors UI.
- Claude.ai web — same Custom Connector flow, from your browser.
- Claude Cowork — same pattern, works in the shared workspace context.
Each doc page auto-fills your real bbk_ key into the snippet when you’re signed in. You can literally copy-paste.
3. Test it with one question
Open a new Claude conversation and type:
“List my bank accounts and current balances.”
Claude should call list_accounts and report back with your checking, savings, credit card, and any brokerage accounts, plus balances. If this works, you’re wired up.
What to try next
Once the first query works, try these:
- “How much did I spend this month?”
- “What are my recurring subscriptions?”
- “Show me every charge from Whole Foods.”
- “How are my investments doing this quarter?”
- “Break down my spending by category since Jan 1.”
For longer workflows, use our plugin slash commands like /monthly-money-review or /subscription-auditor — they run a pre-baked prompt against all 12 tools in sequence.