How to connect your bank account to Perplexity

What Perplexity adds

Most assistants answer a money question from your data alone. Perplexity is built around web search, so it can pair your numbers with current information in one answer: what your insurer charges today versus last year, what a competing phone plan costs, whether a streaming service announced a price change. BankBridge supplies the half Perplexity cannot find on the web, which is what you paid.

Setup

1. Link your bank. Sign up at bankbridge.money ($5 per month per bank) and connect checking plus every card you use.
2. Add the connector. In Perplexity, open Settings, Connectors, then add a custom connector of type Remote. Paste https://bankbridge.money/api/mcp as the server URL and set Authentication to OAuth.
3. Connect. Click Connect, sign in with your BankBridge email, and click Allow.

The Perplexity setup page has the same steps with copy buttons and the API-key alternative.

Check that it works

Start a new chat, enable BankBridge, and ask:

“List my bank accounts and their current balances.”

Perplexity calls list_accounts. If you see every bank you linked, the connection is good. If one is missing, the response carries a warning with a reconnect link.

Questions that use search and your data

• Price changes.“List my recurring charges. For each streaming and software subscription, check whether the company announced a price increase this year.” Pair with catching subscription price increases.
• Bills against current offers.“What have I paid my mobile carrier each month this year? Find current plans with similar data from the major carriers.”
• Credit card fit.“Total my spending by category for the last 12 months, then find which current rewards cards earn the most on that mix.” See picking a card from your real spending.
• Unknown merchants.“Search my transactions for charges from merchants I might not recognize this month, then look up what each company is.”
• Plain spending questions.“How much did I spend on restaurants last month compared to the month before?” No search needed; Perplexity uses get_spending_summary.