1. Sign up + connect your bank
Head to bankbridge.money/login and sign in with your email. We email you a 6-digit code, 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.
Not sure your bank connects? Check your bank before you sign up. There are step-by-step guides for Chase, Bank of America, Wells Fargo and Fidelity, including where to turn access off from inside the bank.
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: install the plugin from our marketplace (adds 19 slash commands), or use one
claude mcp addline. - Claude Desktop: add a custom connector with the BankBridge URL and sign in. OAuth handles auth, so there is no key to paste.
- Claude.ai web: the same custom connector flow, from your browser. It syncs to Desktop and the mobile apps.
- Claude Cowork: uses the connector you added on claude.ai.
For Claude Code, the doc page auto-fills your real bbk_ key into the snippet when you’re signed in, so you can copy and paste it as is.
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 in Claude Code, use the plugin’s slash commands like /monthly-check, /subscriptions, and /budget-draft. Each chains several tools in sequence and returns a formatted report. In the Claude apps, the same prompts sit under the + button in the chat input.
Guides for common next steps: build a budget with Claude, audit your subscriptions, gather numbers for tax prep, and track your net worth. If Claude says it cannot see your bank, see the troubleshooting guide.