How-to

Step-by-step guides.

Panduan · 4 min

Cara menghubungkan bank Anda ke Claude

Daftar, tautkan bank, tambahkan BankBridge ke Claude. Lima menit, tiga versi Claude, satu bearer key.

How-to · 5 min

How to give Claude access to your bank account

Four steps. After that, Claude can answer any question about your money in plain English.

Panduan · 6 min

Bisakah agen AI melihat rekening bank saya?

Jawaban singkat: ya, kalau Anda memberinya akses. Jawaban panjangnya soal tiga cara agen bisa membaca rekening Anda hari ini, dan mana yang benar-benar aman.

Panduan · 3 mnt

Cara bertanya kepada agen Anda tentang pengeluaran bulan ini

Beberapa prompt yang mengubah 'bagaimana kondisi saya bulan ini?' menjadi tinjauan arus kas 10 detik.

Panduan · 5 mnt

Cara mengaudit langganan Anda dengan agen

Langganan yang terlupakan adalah pos anggaran yang paling pasti bisa dipangkas. Agen Anda bisa menemukan semuanya dalam waktu kurang dari satu menit.

Panduan · 4 mnt

Cara menghubungkan beberapa bank ke satu agen

Rekening giro di Chase, tabungan di Ally, kartu kredit di AmEx, brokerage di Fidelity. Satu agen, satu percakapan.

How-to · 2 min

How to rotate your BankBridge API key

Lost a machine, suspect a leak, or just rotating quarterly? One click does it.

How-to · 7 min

How to do tax prep with AI and your bank data

Tax prep for LLCs, freelancers, and 1099 contractors is mostly data wrangling. Once your agent can read your bank, that part shrinks to one conversation.

How-to · 5 min

How to find recurring charges with AI

Your bank statements are noisy. An AI agent connected to your accounts can pull every recurring charge in one query and flag the ones that crept up in price.

Panduan · 5 mnt

Cara menghubungkan bank Anda ke ChatGPT

Aktifkan developer mode, impor satu URL, setujui akses dengan OAuth. Lima menit kemudian ChatGPT menjawab pertanyaan tentang saldo dan pengeluaran Anda yang sebenarnya.

How-to · 5 min

How to connect your bank to Gemini CLI

One JSON block in ~/.gemini/settings.json and Gemini CLI can answer real questions about your accounts. The httpUrl key is the part everyone gets wrong.

How-to · 5 min

How to Connect Your Bank to Codex CLI

Codex CLI speaks MCP, but its docs are thin on real config examples. Here's a working mcp_servers block, the flag that makes remote servers load, and how to confirm all 11 tools showed up.

How-to · 6 min

Cek Saldo Bank Anda Tanpa Meninggalkan Editor Kode

Konfigurasi MCP tepat untuk Cursor, Windsurf, dan Zed, plus prompt yang mengubah "buka aplikasi bank" menjadi pertanyaan yang Anda ajukan ke editor.

How-to · 6 min

How to Make Your Agent Watch for a Specific Charge (or a Missing Refund)

Waiting on a refund shouldn't mean checking your bank portal every morning. Give your agent a watch prompt and a daily schedule, and it'll tell you the moment the credit posts.

How-to · 6 mnt

Cara Mengekspor Transaksi Bank ke Spreadsheet dengan Agen AI

Minta agen Anda rentang tanggal dan dapatkan CSV bersih: kolom kustom, label kategori, dan gabungan multi-akun yang tidak ditawarkan portal bank mana pun.

How-to · 6 min

How to Reconnect a Bank After You Change Your Password

Changing your bank password revokes the credential your connection runs on. Here's the two-minute relink flow, plus why your agent should match accounts by mask afterward.

How-to · 6 min

Why Can't My Agent See My Bank? A Troubleshooting Checklist

Five under-a-minute checks that find why your agent can't see your bank: a missing server, a bad key, an expired connection, disabled tools, or a bank you never linked.

How-to · 6 min

Calculate Your Personal Runway With an AI Agent (No Spreadsheet)

One prompt that pulls your live balances, averages six months of true burn, and returns your runway in months. No spreadsheet, no stale numbers.

How-to · 2 min

BankBridge with Claude Code

Pre-filled install snippet and three example prompts for using BankBridge inside Claude Code.

How-to · 2 min

BankBridge with Claude Desktop

Pre-filled install snippet and three example prompts for using BankBridge inside Claude Desktop.

How-to · 2 min

BankBridge with Claude.ai web

Pre-filled install snippet and three example prompts for using BankBridge inside Claude.ai web.

How-to · 2 min

BankBridge with ChatGPT

Pre-filled install snippet and three example prompts for using BankBridge inside ChatGPT.

How-to · 2 min

BankBridge with Cursor

Pre-filled install snippet and three example prompts for using BankBridge inside Cursor.

How-to · 2 min

BankBridge with GitHub Copilot

Pre-filled install snippet and three example prompts for using BankBridge inside GitHub Copilot.

How-to · 2 min

BankBridge with Gemini CLI

Pre-filled install snippet and three example prompts for using BankBridge inside Gemini CLI.

How-to · 2 min

BankBridge with Codex CLI

Pre-filled install snippet and three example prompts for using BankBridge inside Codex CLI.

How-to · 2 min

BankBridge with Windsurf

Pre-filled install snippet and three example prompts for using BankBridge inside Windsurf.

How-to · 2 min

BankBridge with Continue.dev

Pre-filled install snippet and three example prompts for using BankBridge inside Continue.dev.

How-to · 2 min

BankBridge with Cline / Roo

Pre-filled install snippet and three example prompts for using BankBridge inside Cline / Roo.

How-to · 2 min

BankBridge with Zed

Pre-filled install snippet and three example prompts for using BankBridge inside Zed.

How-to · 2 min

BankBridge with JetBrains Junie

Pre-filled install snippet and three example prompts for using BankBridge inside JetBrains Junie.

How-to · 2 min

BankBridge with LM Studio

Pre-filled install snippet and three example prompts for using BankBridge inside LM Studio.

How-to · 2 min

BankBridge with Warp

Pre-filled install snippet and three example prompts for using BankBridge inside Warp.

How-to · 2 min

BankBridge with Raycast

Pre-filled install snippet and three example prompts for using BankBridge inside Raycast.

How-to · 2 min

BankBridge with Goose

Pre-filled install snippet and three example prompts for using BankBridge inside Goose.

How-to · 2 min

BankBridge with Kiro

Pre-filled install snippet and three example prompts for using BankBridge inside Kiro.

How-to · 2 min

BankBridge with ChatGPT (Apps SDK)

Pre-filled install snippet and three example prompts for using BankBridge inside ChatGPT (Apps SDK).

How-to · 2 min

BankBridge with ChatGPT Enterprise

Pre-filled install snippet and three example prompts for using BankBridge inside ChatGPT Enterprise.

How-to · 2 min

BankBridge with opencode

Pre-filled install snippet and three example prompts for using BankBridge inside opencode.

How-to · 2 min

BankBridge with Codex Cloud

Pre-filled install snippet and three example prompts for using BankBridge inside Codex Cloud.

How-to · 2 min

BankBridge with Gemini Code Assist

Pre-filled install snippet and three example prompts for using BankBridge inside Gemini Code Assist.

How-to · 2 min

BankBridge with OpenClaw

Pre-filled install snippet and three example prompts for using BankBridge inside OpenClaw.

How-to · 2 min

BankBridge with Raw HTTP

Pre-filled install snippet and three example prompts for using BankBridge inside Raw HTTP.

How-to · 2 min

BankBridge with Vertex AI

Pre-filled install snippet and three example prompts for using BankBridge inside Vertex AI.

How-to · 2 min

BankBridge with OpenAI AgentKit

Pre-filled install snippet and three example prompts for using BankBridge inside OpenAI AgentKit.

How-to · 2 min

BankBridge with OpenAI Responses API

Pre-filled install snippet and three example prompts for using BankBridge inside OpenAI Responses API.

How-to · 4 min

How to give Claude Code access to your bank account

Four steps to let Claude Code answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Claude Desktop access to your bank account

Four steps to let Claude Desktop answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Claude.ai web access to your bank account

Four steps to let Claude.ai web answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give ChatGPT access to your bank account

Four steps to let ChatGPT answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Cursor access to your bank account

Four steps to let Cursor answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give GitHub Copilot access to your bank account

Four steps to let GitHub Copilot answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Gemini CLI access to your bank account

Four steps to let Gemini CLI answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Codex CLI access to your bank account

Four steps to let Codex CLI answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Windsurf access to your bank account

Four steps to let Windsurf answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Continue.dev access to your bank account

Four steps to let Continue.dev answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Cline / Roo access to your bank account

Four steps to let Cline / Roo answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Zed access to your bank account

Four steps to let Zed answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give JetBrains Junie access to your bank account

Four steps to let JetBrains Junie answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give LM Studio access to your bank account

Four steps to let LM Studio answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Warp access to your bank account

Four steps to let Warp answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Raycast access to your bank account

Four steps to let Raycast answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Goose access to your bank account

Four steps to let Goose answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Kiro access to your bank account

Four steps to let Kiro answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give ChatGPT (Apps SDK) access to your bank account

Four steps to let ChatGPT (Apps SDK) answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give ChatGPT Enterprise access to your bank account

Four steps to let ChatGPT Enterprise answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give opencode access to your bank account

Four steps to let opencode answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Codex Cloud access to your bank account

Four steps to let Codex Cloud answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Gemini Code Assist access to your bank account

Four steps to let Gemini Code Assist answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give OpenClaw access to your bank account

Four steps to let OpenClaw answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Raw HTTP access to your bank account

Four steps to let Raw HTTP answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give Vertex AI access to your bank account

Four steps to let Vertex AI answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give OpenAI AgentKit access to your bank account

Four steps to let OpenAI AgentKit answer questions about your bank accounts, transactions, and investments in plain English.

How-to · 4 min

How to give OpenAI Responses API access to your bank account

Four steps to let OpenAI Responses API answer questions about your bank accounts, transactions, and investments in plain English.