Tips

Small tricks. Big returns.

Tip · 8 min

Getting the most out of BankBridge's 12 MCP tools

One demo prompt per tool. Paste any of them into a fresh agent session to see what the tool can do.

Tip · 5 min

Prompt patterns for better financial questions

Six prompt patterns that turn vague questions into tight answers.

Tip · 7 min

Best AI for personal finance

The honest answer isn't a product. It's a stack: pick an agent you already use, give it read access to your bank, ask money questions in plain English.

Tip · 6 min

Why Your Agent Double-Counts Credit Card Payments (and the Prompt That Fixes It)

The most common error in agent-generated spending summaries is counting both the card swipes and the checking payment that covers them. One sentence of prompt fixes it.

Tip · 6 min

Some Transfers Are Rent: Teaching Your Agent Which Outflows Count

Bank data labels a rent payment to your landlord the same way it labels moving money to savings: a transfer. Here's how to teach your agent which transfers count as real spending.

Tip · 6 min

One Subscription, Four Names: Catching Billing Descriptor Renames

Merchants rename billing descriptors constantly, so one subscription can show up as two or three different merchants in your transaction history. Here's the three-signal recipe for catching a rename with an agent.

Tip · 6 min

Don't Project From One Month: Prompts for Seasonal Spending

Electric doubles in summer, gas triples in winter. Here's the 12-month prompt pattern that keeps your agent from annualizing a lie.

Tip · 6 min

Every AI App That Supports MCP in 2026 (All 29, With Auth Details)

All 29 AI apps that can connect to a remote MCP server in 2026, in one list: auth method, config file, and a setup guide for each. Nobody else maintains this well, so we do.

Tip · 8 min

Is it safe to connect your bank account to ChatGPT or Claude?

The question has two halves: can the assistant do anything with your money, and where does the data go once it reads it. Here is how to judge both.

Tip · 14 min

15 money questions to ask your AI agent, and the tool it uses for each

A prompt library for everyday money questions: what to ask, which BankBridge tool answers it, and follow-ups that dig deeper.