How-to

How to give Claude access to your bank account

5 min read
To give Claude access to your bank account, sign up at bankbridge.money, subscribe at $5/month per bank, link your bank in about 30 seconds through the bank-connection flow, and then install the BankBridge plugin (Claude Code), the .mcpb file (Claude Desktop), or the Custom Connector (claude.ai web). Claude reads your accounts live and read-only; nothing is cached and you can revoke access any time.

1. Sign up

Go to bankbridge.money/login. Type your email. We send a magic link, no password. Click the link, you're in.

Takes about 20 seconds.

2. Subscribe

Pricing is $5/month per connected bank. One bank: $5. Two banks: $10. The dashboard prompts you for a card before letting you connect a bank.

Checkout runs through Stripe. Cancel any time from the dashboard and billing stops at the end of the current period.

4. Install in Claude

Three install paths. Pick the one that matches where you use Claude:

Claude Code

One line in your terminal:

/plugin marketplace add bankbridge-money/bankbridge-plugin

The plugin registers the MCP server and prompts you to paste your bbk_ API key (copy it from the dashboard's Keys page). After that, Claude Code can call all 12 tools, plus a few extra slash commands like /monthly-money-review and /subscription-auditor.

Claude Desktop

From the dashboard, download the bankbridge.mcpb file. Double-click it. Claude Desktop opens, shows you the connector details, and asks you to confirm. Your bearer key is pre-filled inside the bundle, so there's nothing else to paste.

When the install completes, restart Claude Desktop. The connector shows up under Settings › Connectors with a green “connected” light.

claude.ai (web)

In claude.ai, open Settings, then Connectors, then Add custom connector. Two fields:

  • URL: https://bankbridge.money/api/mcp
  • Bearer token: your bbk_ key from the dashboard's Keys page.

Hit Save. The connector becomes available in any new conversation.

What to ask first

Open a fresh Claude conversation and try one of these. Each one hits a different tool, so they're a quick way to confirm the connector works end-to-end:

  • “List my bank accounts and current balances.”
  • “How much did I spend on food this month?”
  • “What subscriptions am I paying for?”
  • “Are there any unusual charges this week?”
  • “Break down my spending by category since January 1.”
  • “Show me every charge from Whole Foods this year.”
  • “How are my investments doing this quarter?”

The first one calls list_accounts and is the fastest sanity check. If you see your balances come back, the rest will work too.

Is this safe?

The short version: read-only, encrypted, revocable, and nothing financial is cached on our servers.

  • Read-only by design.There's no tool that can move money, send a payment, or change your account. The MCP surface is 12 read tools and nothing else.
  • Your bank password never touches us.The link flow runs inside the bank-aggregator's own UI; we receive an encrypted access token, not credentials.
  • Zero financial data cached.Every Claude call live-fetches from your bank through the aggregator and returns. Our database stores your account, your API key hash, and the encrypted token. That's it.
  • Revocation is one click. Disconnect the bank, or rotate your API key from settings. Old keys stop working immediately.

Questions or worries? Email hello@greatwork.company. Built by Great Work.

FAQ

Does Claude actually see my bank password?

No. Your bank login goes into a secure UI hosted by the bank-aggregator we use; it's never sent to BankBridge or to Claude. We store only an encrypted access token. Claude only sees what our 12 read-only tools return: balances, transaction lists, recurring charges, investment holdings, things like that.

Can Claude move my money?

No. BankBridge is read-only by design. There is no transfer tool, no payment tool, no anything-that-spends-money tool. Even if Claude wanted to wire your savings to a stranger, the connector physically can't do it.

Which version of Claude works?

All three: Claude Code (CLI), Claude Desktop (Mac/Windows app), and claude.ai (web). Each has its own install path; you only need one. Claude Cowork also works using the same Custom Connector flow as the web app.

What if I want to revoke access later?

Disconnect the bank from the BankBridge dashboard, or rotate your API key from the settings page (old keys stop working instantly). Cancelling your subscription also removes the upstream bank connection entirely.