---
title: "Bank data for Claude, ChatGPT, and Cursor"
description: "Ask Claude, ChatGPT, or Cursor about your spending, rent, subs, or cashflow. Read-only bank access for AI agents. $5/mo per bank."
url: "https://bankbridge.money"
---
[BankBridge is live.Read the launch post →](https://bankbridge.money/guides/launching-bankbridge)

# Give your agent  
read-only access to your bank.

Ask about your balances, spending, subscriptions, and investments. Your agent reads your accounts live, and nothing is stored.

Read-only. BankBridge can never move money, pay bills, or change your accounts. [How BankBridge keeps your data safe →](https://bankbridge.money/security)

[Use your own bank](https://bankbridge.money/login)

The demo uses sample data. No signup.

Works with [claude.ai](https://bankbridge.money/docs/claude-web) (one-click connector), [Claude Code](https://bankbridge.money/docs/claude-code), [and 27 more](https://bankbridge.money/docs).

[Listed in the Claude Connectors Directory →](https://claude.ai/directory/connectors/bankbridge)

$5/mo or $50/yr per connected bank · Cancel anytime.

What you can ask

## Talk to your money in plain English.

Questions you'd normally ask an accountant. Answered instantly by your agent, against your actual numbers.

Spending

You

“How much did I spend on restaurants last month?”

Your agent

You spent $812.34 on restaurants in March across 44 transactions. That's up $180 from February. Biggest single hit: $112.50 at Kona Grill on the 22nd.

Subscriptions

You

“List every subscription I'm paying for.”

Your agent

I found 9 recurring charges adding up to $187/mo: Netflix ($15.49), Spotify ($10.99), Notion ($10), Anthropic ($20), Dropbox ($119.88/yr), Figma ($15), 1Password ($3), iCloud+ ($2.99), NYT ($17). Want me to flag any you haven't used lately?

Cashflow

You

“Am I making more than I spend?”

Your agent

Yes. In March you made $8,420 and spent $6,315, so you came out $2,105 ahead. Over the last 6 months your average savings rate is 23%.

Investments

You

“How are my holdings doing?”

Your agent

Portfolio is at $26,590, up +$5,930 (+28.7%) vs. cost basis. Biggest gainer: AAPL +34.8%. Biggest drag: NVDA at +17%, because you bought in later.

Numbers shown are illustrative. Your agent reads your actual accounts.

Security & privacy

## Read-only, and nothing stored.

Your agent can look at your money. It can’t touch it. [See exactly what your agent can and can’t see](https://bankbridge.money/security).

### It can't move money

BankBridge asks your bank for read access to transactions and investments, and nothing else. There is no transfer, payment, or trading permission to grant, so neither BankBridge nor your agent can move money, pay a bill, or place a trade, even if a prompt goes wrong.

### Your bank password never reaches us

You sign in to your bank in a secure window run by a regulated bank-data provider, the same infrastructure Venmo and Robinhood use. BankBridge and your agent never see your bank login.

### Nothing kept after the answer

Each question is fetched live from your bank and the answer goes straight back to your agent. We don't store balances, transactions, or what you asked. We keep only the connection token, encrypted with AES-256-GCM.

### You can see every call

The Activity page lists every tool call your agents make, which app made it, and from where, so anything you don't recognize stands out.

### Turn it off anytime

Disconnect a bank or delete your account and the connection is revoked right away. If you cancel, it's revoked when your paid period ends.

How it works

## From sign-in to your first answer in a few minutes.

Want to see the answers first? The demo runs the same tools on a made-up household, with no signup.

01

### Sign in with your email

We email you a link. There's no password to create.

02

### Pick a plan

$5 a month or $50 a year for your first bank, through Stripe Checkout. Cancel anytime from Settings.

03

### Connect your bank

Sign in to your bank in its own secure window. BankBridge never sees your bank password and can never move money.

04

### Ask your agent

Add BankBridge to claude.ai in one click or to Claude Code with one command, then ask your first question.

Why BankBridge

## Stop exporting statements to ask one question.

Pasting a statement into a chat answers one question about one month. With BankBridge connected, your agent reads every account you connect as it is today, every time you ask.

BankBridge

Exporting statements into a chat

Your banking app

Ask questions in plain English

Yes, in Claude or any of 29 agents

Yes, about the files you uploaded

Mostly search and scroll

Every bank and card in one answer

Yes, every bank you connect

Only the statements you exported

One bank per app

Up to date

Read live on every question

As of the day you exported

Yes

Work each month

None after setup

Download, upload, repeat

Add it up yourself

Cost

$5 per bank per month

Free, plus your time

Free

Building a finance agent for other people? [See how BankBridge compares to building it yourself](https://bankbridge.money/for-developers).

Supported banks

## More than 12,000 US banks, cards, and brokerages.

These are a few of the big ones. Credit unions, neobanks, and brokerages connect too. US institutions only. Not sure about yours? Email [hello@greatwork.company](mailto:hello@greatwork.company) before you subscribe.

Chase

[image: Bank of America]

Wells Fargo

Citi

[image: Capital One]

[image: U.S. Bank]

PNC

TD Bank

[image: Truist]

[image: American Express]

[image: Discover]

[image: Ally]

[image: Charles Schwab]

[image: Fidelity]

[image: Vanguard]

E\*TRADE

[image: Robinhood]

[image: SoFi]

[image: Navy Federal]

[image: USAA]

[image: Marcus]

[image: Regions]

[image: Citizens Bank]

[image: Fifth Third]

[image: KeyBank]

[image: Huntington]

[image: M&T Bank]

[image: HSBC]

[image: Santander]

[image: Synchrony]

[image: Barclays]

[image: Morgan Stanley]

[image: Merrill]

[image: Varo]

[image: Chime]

Integrations

## Works with every major agent.

A one-click connector for claude.ai, a plugin for Claude Code, and standard remote MCP for everything else. 29 hosts have step-by-step setup guides.

[01Claude.ai web

### Connect from the Claude Connectors Directory.

Open BankBridge in Claude's connector directory, click Connect, and sign in with your BankBridge email. It shows up in the Claude mobile apps, Desktop, and Cowork too.

Read the guide →

```
1. claude.ai → Settings → Connectors → Add custom connector
2. URL: https://bankbridge.money/api/mcp
3. Leave Advanced settings empty. OAuth is auto-discovered.
4. Click Connect, sign in to BankBridge, click Allow.

(No token needed. OAuth handles it.)
```](https://bankbridge.money/docs/claude-web)[02Claude Code

### One-line plugin install.

The fastest way in for developers. Runs inside Claude. Sign in once from /mcp, no key to paste.

Read the guide →

```
/plugin marketplace add bankbridge-money/bankbridge-plugin
/plugin install bankbridge

# Then run /mcp, pick bankbridge, choose Authenticate
# and sign in from your browser. No key to paste.
```](https://bankbridge.money/docs/claude-code)[03Cursor

### One-click deeplink.

Click Add to Cursor on our docs page. Cursor opens with BankBridge pre-filled. Confirm, paste your bearer, ask away.

Read the guide →

```
{
  "mcpServers": {
    "bankbridge": {
      "url": "https://bankbridge.money/api/mcp",
      "transport": "streamable-http",
      "headers": {
        "Authorization": "Bearer bbk_your_api_key_here"
      }
    }
  }
}
```](https://bankbridge.money/docs/cursor)

Also supported

-   [Claude DesktopCustom Connector](https://bankbridge.money/docs/claude-desktop)
-   [ChatGPTDeveloper Mode](https://bankbridge.money/docs/chatgpt)
-   [GitHub Copilotmcp.json](https://bankbridge.money/docs/copilot)
-   [Gemini CLI~/.gemini/settings.json](https://bankbridge.money/docs/gemini-cli)
-   [Codex CLI~/.codex/config.toml](https://bankbridge.money/docs/codex)
-   [Windsurfmcp\_config.json](https://bankbridge.money/docs/windsurf)
-   [Continue.dev~/.continue/config.yaml](https://bankbridge.money/docs/continue)
-   [Cline / Roocline\_mcp\_settings.json](https://bankbridge.money/docs/cline)
-   [Claude Code (manual).mcp.json](https://bankbridge.money/docs/claude-code)
-   [Zed~/.config/zed/settings.json](https://bankbridge.money/docs/zed)
-   [JetBrains Junie~/.junie/mcp/mcp.json](https://bankbridge.money/docs/junie)
-   [LM Studioone-click deeplink](https://bankbridge.money/docs/lm-studio)
-   [WarpSettings → AI → MCP](https://bankbridge.money/docs/warp)
-   [Raycast@mcp](https://bankbridge.money/docs/raycast)
-   [Goosegoose configure](https://bankbridge.money/docs/goose)
-   [KiroKiro Powers](https://bankbridge.money/docs/kiro)
-   [ChatGPT (Apps SDK)App directory](https://bankbridge.money/docs/chatgpt-apps-sdk)
-   [Claude Coworkshared with claude.ai](https://bankbridge.money/docs/claude-cowork)
-   [Gemini Code Assistshares Gemini CLI config](https://bankbridge.money/docs/gemini-code-assist)
-   [Vertex AInative MCP tool type](https://bankbridge.money/docs/vertex-ai)
-   [Codex Cloudper-environment MCP](https://bankbridge.money/docs/codex-cloud)
-   [OpenAI Responses APItype: "mcp" tool](https://bankbridge.money/docs/responses-api)
-   [OpenAI AgentKitMCPServerStreamableHttp](https://bankbridge.money/docs/agentkit)
-   [ChatGPT Enterpriseworkspace-wide install](https://bankbridge.money/docs/chatgpt-enterprise)
-   [PerplexityOAuth · Pro+](https://bankbridge.money/docs/perplexity)
-   [opencodeopencode.json mcp block](https://bankbridge.money/docs/opencode)
-   [OpenClawopenclaw mcp set](https://bankbridge.money/docs/openclaw)
-   [Anything elseraw HTTP MCP. Works with any client](https://bankbridge.money/docs/api)

Slash commands, everywhere

## 19 ready-made prompts. One tap on the + button.

BankBridge ships 19 polished prompt templates. Monthly reports, subscription audits, budget drafts, portfolio checks. In Claude iOS and Android, they appear under the + button in the input bar. In Claude Desktop and Cowork, same place. In Claude Code, type / and pick one. One tap fills the full multi-step prompt; your agent does the rest.

/monthly-check

One-page cashflow, top categories, subscriptions, investment delta.

/subscriptions

Every recurring charge, sorted, with age + price-drift flags.

/portfolio-health

Total value, gain/loss, concentration. Flags >20% positions.

/budget-draft

Draft a realistic budget from your actual last-3-months spending.

/price-creep

Subs whose price went up. Catch hikes before your card does.

/year-in-review

Spotify-Wrapped for your money. Top merchants, fun stats.

Plus 13 more: /balances, /weekly-review, /spending-by, /compare-months, /category-deep-dive, /cashflow-trend, /dividends, /monthly-chart, /category-pie, /tax-prep, /duplicate-check, /fraud-check, /monthly-report.

What your agent can do

## Ask anything about your money.

12 tools across accounts, transactions, spending, and investments. Your agent decides which to call.

Prompt

“How much did I spend on food last month?”

tool calllist\_transactions

list\_transactions({ category: "FOOD\_AND\_DRINK", start\_date: "2026-03-01", end\_date: "2026-03-31" })

```
{
  transactions: [
    { date: "2026-03-28", merchant: "Blue Bottle",   amount: 6.50  },
    { date: "2026-03-27", merchant: "Whole Foods",   amount: 84.23 },
    { date: "2026-03-25", merchant: "Sweetgreen",    amount: 14.95 },
    ... 41 more
  ],
  total_count: 44,
  has_more: false
}
```

Prompt

“What's my cashflow for March?”

tool callget\_monthly\_cashflow

get\_monthly\_cashflow({ month: "2026-03" })

```
{
  income:    8420.00,
  expenses:  6315.47,
  net:       2104.53,
  top_expense_categories: [
    { category: "RENT_AND_UTILITIES", amount: 2400.00 },
    { category: "FOOD_AND_DRINK",     amount:  812.34 },
    { category: "TRANSPORTATION",     amount:  340.12 }
  ]
}
```

Prompt

“Show me all my Netflix charges.”

tool callget\_merchant\_history

get\_merchant\_history({ merchant: "Netflix" })

```
{
  merchant: "Netflix",
  charge_count: 24,
  first_charge: "2024-04-12",
  last_charge:  "2026-03-12",
  average_amount: 15.49,
  total_spent:   371.76
}
```

Prompt

“What are my recurring subscriptions?”

tool callget\_recurring\_charges

get\_recurring\_charges({})

```
[
  { merchant: "Netflix",   amount: 15.49, frequency: "monthly" },
  { merchant: "Spotify",   amount: 10.99, frequency: "monthly" },
  { merchant: "Notion",    amount: 10.00, frequency: "monthly" },
  { merchant: "Anthropic", amount: 20.00, frequency: "monthly" },
  { merchant: "Dropbox",   amount: 119.88, frequency: "yearly" }
]
```

Prompt

“How are my investments doing?”

tool calllist\_holdings

list\_holdings({})

```
[
  { ticker: "AAPL", qty: 50.0, value: 12405.00, gain_loss: 3205.00 },
  { ticker: "MSFT", qty: 24.0, value:  9901.20, gain_loss: 2101.20 },
  { ticker: "NVDA", qty: 30.0, value:  4284.00, gain_loss:  624.00 }
]
```

Prompt

“Break down my spending by category.”

tool callget\_spending\_summary

get\_spending\_summary({ group\_by: "category", start\_date: "2026-03-01" })

```
[
  { group: "RENT_AND_UTILITIES", total: 2400.00, count:  4 },
  { group: "FOOD_AND_DRINK",     total:  812.34, count: 44 },
  { group: "TRANSPORTATION",     total:  340.12, count: 18 },
  { group: "ENTERTAINMENT",      total:  120.00, count:  6 }
]
```

The full surface

## All 11 read tools, with real input and output.

Every tool your agent can call, with an example input and the exact shape it returns. Amounts are in dollars. Positive transaction amounts = money spent, negative = money received. The 12th tool, `connect_bank`, only returns a link you open yourself.

Show the tool referenceHide the tool reference

01`list_accounts`

All connected accounts with current balances. No input. Returns everything your agent has access to.

Example input

```
{}
```

Example output

```
{
  "accounts": [
    {
      "id": "acc_blgvvBlXw3",
      "name": "My Checking",
      "official_name": "ACME Bank Everyday Checking",
      "institution": "ACME Bank",
      "type": "depository",
      "subtype": "checking",
      "mask": "0000",
      "current_balance": 110.00,
      "available_balance": 100.00,
      "limit": null,
      "currency": "USD",
      "last_updated": "2026-04-12T09:14:22Z",
      "needs_reauth": false
    },
    {
      "id": "acc_3gE5gUdEC7",
      "name": "My Credit Card",
      "institution": "ACME Bank",
      "type": "credit",
      "subtype": "credit card",
      "mask": "3333",
      "current_balance": 410.00,
      "available_balance": null,
      "limit": 2000.00,
      "currency": "USD",
      "last_updated": "2026-04-12T09:14:22Z",
      "needs_reauth": false
    }
  ]
}
```

02`get_account`

Full detail for a specific account by id.

Example input

```
{ "account_id": "acc_blgvvBlXw3" }
```

Example output

```
{
  "id": "acc_blgvvBlXw3",
  "name": "My Checking",
  "official_name": "ACME Bank Everyday Checking",
  "institution": "ACME Bank",
  "institution_id": "ins_109508",
  "type": "depository",
  "subtype": "checking",
  "mask": "0000",
  "current_balance": 110.00,
  "available_balance": 100.00,
  "limit": null,
  "currency": "USD",
  "last_synced_at": "2026-04-12T09:14:22Z",
  "needs_reauth": false
}
```

03`list_transactions`

Transactions with filters. Date range, amount range, category, account, pending. Paginated. Newest first. Positive amount = money spent, negative = money received.

Example input

```
{
  "category": "FOOD_AND_DRINK",
  "start_date": "2026-03-01",
  "end_date": "2026-03-31",
  "limit": 50
}
```

Example output

```
{
  "transactions": [
    {
      "id": "tx_lPNjeW1nR6",
      "account_id": "acc_3gE5gUdEC7",
      "account_name": "My Credit Card",
      "account_mask": "3333",
      "date": "2023-09-24",
      "datetime": "2023-09-24T11:01:01Z",
      "name": "PURCHASE WM SUPERCENTER #1700",
      "merchant_name": "Walmart",
      "amount": 72.10,
      "currency": "USD",
      "category": "GENERAL_MERCHANDISE",
      "category_detailed": "GENERAL_MERCHANDISE_SUPERSTORES",
      "pending": false,
      "payment_channel": "in store"
    }
  ],
  "total_count": 342,
  "returned": 1,
  "offset": 0,
  "has_more": true
}
```

04`search_transactions`

Case-insensitive substring match on both the raw transaction name and the merchant name.

Example input

```
{ "query": "Netflix", "limit": 10 }
```

Example output

```
{
  "transactions": [
    {
      "id": "tx_abc123",
      "account_id": "acc_3gE5gUdEC7",
      "account_name": "My Credit Card",
      "account_mask": "3333",
      "date": "2026-03-12",
      "name": "NETFLIX.COM",
      "merchant_name": "Netflix",
      "amount": 15.49,
      "currency": "USD",
      "category": "ENTERTAINMENT",
      "category_detailed": "ENTERTAINMENT_TV_AND_MOVIES",
      "pending": false,
      "payment_channel": "online"
    }
  ],
  "total_count": 24,
  "returned": 1,
  "offset": 0,
  "has_more": true
}
```

05`get_spending_summary`

Aggregate spending (expenses only) grouped by category, merchant, month, or week. Top N groups by total.

Example input

```
{
  "group_by": "category",
  "start_date": "2026-03-01",
  "end_date": "2026-03-31",
  "limit": 5
}
```

Example output

```
{
  "group_by": "category",
  "start_date": "2026-03-01",
  "end_date": "2026-03-31",
  "groups": [
    { "group": "RENT_AND_UTILITIES", "total": 2400.00, "transaction_count": 4,  "average": 600.00 },
    { "group": "FOOD_AND_DRINK",     "total":  812.34, "transaction_count": 44, "average":  18.46 },
    { "group": "TRANSPORTATION",     "total":  340.12, "transaction_count": 18, "average":  18.90 },
    { "group": "ENTERTAINMENT",      "total":  120.00, "transaction_count":  6, "average":  20.00 },
    { "group": "GENERAL_MERCHANDISE","total":   94.23, "transaction_count":  3, "average":  31.41 }
  ]
}
```

06`get_recurring_charges`

Auto-detected subscriptions. Classifies by median interval between charges. Weekly, biweekly, monthly, quarterly, yearly.

Example input

```
{ "min_occurrences": 3 }
```

Example output

```
{
  "recurring": [
    { "merchant": "Netflix",   "amount": 15.49,  "frequency": "monthly",  "last_charge": "2026-04-12", "charge_count": 24, "total_spent": 371.76 },
    { "merchant": "Spotify",   "amount": 10.99,  "frequency": "monthly",  "last_charge": "2026-04-08", "charge_count": 18, "total_spent": 197.82 },
    { "merchant": "Anthropic", "amount": 20.00,  "frequency": "monthly",  "last_charge": "2026-04-03", "charge_count": 11, "total_spent": 220.00 },
    { "merchant": "Dropbox",   "amount": 119.88, "frequency": "yearly",   "last_charge": "2025-11-14", "charge_count":  3, "total_spent": 359.64 }
  ]
}
```

07`get_monthly_cashflow`

Income vs. expenses for a month, plus top income sources and expense categories.

Example input

```
{ "month": "2026-03" }
```

Example output

```
{
  "month": "2026-03",
  "income":   8420.00,
  "expenses": 6315.47,
  "net":      2104.53,
  "top_income_sources": [
    { "source": "ACME Corp Payroll", "amount": 8200.00 },
    { "source": "Stripe payout",     "amount":  220.00 }
  ],
  "top_expense_categories": [
    { "category": "RENT_AND_UTILITIES", "amount": 2400.00 },
    { "category": "FOOD_AND_DRINK",     "amount":  812.34 },
    { "category": "TRANSPORTATION",     "amount":  340.12 }
  ]
}
```

08`get_merchant_history`

All transactions for a specific merchant plus aggregate stats. Fuzzy substring match. Same engine as search\_transactions.

Example input

```
{ "merchant": "Netflix" }
```

Example output

```
{
  "merchant": "Netflix",
  "charge_count": 24,
  "total_spent": 371.76,
  "average_amount": 15.49,
  "first_charge": "2024-04-12",
  "last_charge":  "2026-04-12",
  "transactions": [
    {
      "id": "tx_nflx24", "account_name": "My Credit Card", "account_mask": "3333",
      "date": "2026-04-12", "name": "NETFLIX.COM", "merchant_name": "Netflix",
      "amount": 15.49, "category": "ENTERTAINMENT", "pending": false
    }
  ],
  "total_matching": 24,
  "has_more": true
}
```

09`list_categories`

Transaction categories actually present in your data, with counts and totals. Use before filtering by category to see what's available.

Example input

```
{}
```

Example output

```
{
  "categories": [
    { "category": "RENT_AND_UTILITIES", "transaction_count":  24, "total_amount": 14400.00 },
    { "category": "FOOD_AND_DRINK",     "transaction_count": 186, "total_amount":  3420.12 },
    { "category": "GENERAL_MERCHANDISE","transaction_count":  92, "total_amount":  2104.84 },
    { "category": "TRANSPORTATION",     "transaction_count":  48, "total_amount":  1286.40 },
    { "category": "ENTERTAINMENT",      "transaction_count":  41, "total_amount":   612.80 },
    { "category": "INCOME",             "transaction_count":  24, "total_amount": 50520.00 }
  ]
}
```

10`list_holdings`

Current investment positions with gain/loss vs. cost basis. cost\_basis, gain\_loss, and gain\_loss\_pct may be null if the institution doesn't report cost basis for that security.

Example input

```
{}
```

Example output

```
{
  "holdings": [
    {
      "id": "hold_aapl_001", "account_id": "acc_brk_001", "account_name": "Brokerage",
      "ticker": "AAPL", "name": "Apple Inc.", "type": "equity",
      "quantity": 50.0, "price": 248.10, "value": 12405.00,
      "cost_basis": 9200.00, "gain_loss": 3205.00, "gain_loss_pct": 34.84,
      "currency": "USD"
    },
    {
      "id": "hold_nvda_001", "account_id": "acc_brk_001", "account_name": "Brokerage",
      "ticker": "NVDA", "name": "NVIDIA Corporation", "type": "equity",
      "quantity": 30.0, "price": 142.80, "value": 4284.00,
      "cost_basis": 3660.00, "gain_loss": 624.00, "gain_loss_pct": 17.05,
      "currency": "USD"
    },
    {
      "id": "hold_msft_001", "account_id": "acc_brk_001", "account_name": "Brokerage",
      "ticker": "MSFT", "name": "Microsoft Corporation", "type": "equity",
      "quantity": 24.0, "price": 412.55, "value": 9901.20,
      "cost_basis": 7800.00, "gain_loss": 2101.20, "gain_loss_pct": 26.94,
      "currency": "USD"
    }
  ]
}
```

11`list_investment_transactions`

Buys, sells, cash events, fees, transfers. Dividends appear as type='cash' + subtype='dividend'. Filter by the \`subtype\` field to isolate them.

Example input

```
{ "type": "sell", "start_date": "2020-01-01" }
```

Example output

```
{
  "transactions": [
    {
      "id": "inv_pK99jB9e7m",
      "account_id": "acc_brk_001",
      "account_name": "Brokerage",
      "date": "2020-05-28",
      "name": "SELL Awesome Fund Institutional Class",
      "type": "sell",
      "subtype": "sell",
      "ticker": "AWSMX",
      "security_name": "Awesome Fund Institutional Class",
      "quantity": -47.74,
      "price": 27.53,
      "amount": -1289.01,
      "fees": 7.99,
      "currency": "USD"
    }
  ],
  "total_count": 1,
  "returned": 1,
  "offset": 0,
  "has_more": false
}
```

Pricing

## $5 a month per bank. Or $50 a year.

You pay for the banks you connect. The annual plan works out to about $4.17 a month per bank, $10 a year less than paying monthly.

Annual

Monthly

1 bank

$50/yr

$5/mo

2 banks

$100/yr

$10/mo

3 banks

$150/yr

$15/mo

Each extra bank

+$50/yr

+$5/mo

-   ✓All 12 tools on every plan, including investments
-   ✓Up to 24 months of transaction history
-   ✓Works in claude.ai, Claude Code, and 27 more agents
-   ✓Read-only. Nothing can move money
-   ✓Add or remove banks anytime. The price follows, prorated
-   ✓Cancel anytime. Your bank connections are deleted when the paid period ends

[Use your own bank](https://bankbridge.money/login)

Not sure yet?first. Payments run through Stripe.

Questions

## Before you connect a bank

Can BankBridge or my agent move money?+

No. The bank connection is read-only: it can read balances, transactions, and investment data, and nothing else. BankBridge has no tool that can transfer money, pay a bill, place a trade, or change anything at your bank, so there is nothing for an agent to misuse, even if a prompt goes wrong.

What does BankBridge store?+

Your email address, your subscription status, your bank connection tokens (encrypted with AES-256-GCM), your API keys (as SHA-256 hashes, plus an encrypted copy of your personal key so the dashboard can show it to you again), and a call log of which tool your agent called, when, from which app and IP address. It does not store balances, transactions, holdings, or what your agent asked. Every question is fetched live from your bank and forgotten after the answer goes back to your agent.

What if my bank doesn't connect?+

Connecting takes a minute or two: you pick your bank, sign in on your bank's own screen, and choose which accounts to share. If yours won't connect, email hello@greatwork.company and we'll work through it with you. You can cancel anytime from Settings and you won't be charged again. To see what your agent can answer before you pay, try the demo.

Do I need to be technical?+

No. In claude.ai you add BankBridge from the Claude Connectors Directory, sign in with your email, and start asking. It then works in the Claude apps on your phone and computer too. Claude Code and other developer tools take a one-line install, and the dashboard gives you the exact command.

How do I cancel?+

Open Settings in the dashboard and cancel from the billing page. You won't be charged again, and access continues to the end of the period you already paid for. When that period ends, your bank connections are revoked and deleted. Already-billed periods are not refunded.

More answers in the [FAQ](https://bankbridge.money/faq) and on the [security page](https://bankbridge.money/security).

## Ask your agent where your money went.

Read-only access to every bank you connect, in claude.ai, Claude Code, and 27 more agents. $5 a month per bank, or $50 a year.

[Use your own bank](https://bankbridge.money/login)

The demo uses sample data and needs no signup. Cancel a subscription anytime from Settings.

Listed on

[Claude Connectors Directory](https://claude.ai/directory/connectors/bankbridge)[Official MCP Registry](https://registry.modelcontextprotocol.io/v0/servers?search=money.bankbridge)[PulseMCP](https://www.pulsemcp.com/servers/bankbridge)[Glama](https://glama.ai/mcp/servers/bankbridge-money/bankbridge-plugin)

[[image: BankBridge on Product Hunt]](https://www.producthunt.com/products/bankbridge?embed=true&utm_source=badge-featured&utm_medium=badge&utm_campaign=badge-bankbridge)