Tips

Small tricks. Big returns.

Dica · 8 min

Aproveitando ao máximo as 12 ferramentas MCP do BankBridge

Um prompt de demonstração por ferramenta. Cole qualquer um deles em uma nova sessão do agente para ver o que a ferramenta pode fazer.

Tip · 5 min

Prompt patterns for better financial questions

Six prompt patterns that turn vague questions into tight answers.

Dica · 7 min

Melhor IA para finanças pessoais

A resposta honesta não é um produto. É uma stack: escolha um agente que você já usa, dê a ele acesso de leitura ao seu banco e faça perguntas sobre dinheiro em bom português.

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.

Dica · 6 min

Não projete a partir de um mês: prompts para gastos sazonais

A luz dobra no verão, o gás triplica no inverno. Este é o padrão de prompt de 12 meses que impede seu agente de anualizar uma mentira.

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 · 2 min

Ask your agent about your rent

Track monthly rent, confirm it posted, spot unexpected fees. Two prompts to start.

Tip · 2 min

Ask your agent about groceries

Monthly grocery spend, across every store, split between in-person and delivery.

Tip · 2 min

Ask your agent about subscriptions

Every recurring charge, ranked by cost. Find the ones you forgot about.

Tip · 2 min

Ask your agent about monthly cashflow

Income minus expenses, top income sources, top expense categories, net number.

Tip · 2 min

Ask your agent about your savings rate

What percent of your take-home pay is staying in accounts instead of being spent.

Tip · 2 min

Ask your agent about bank fees

Overdrafts, ATM fees, interest charges, foreign transaction fees, monthly maintenance.

Tip · 2 min

Ask your agent about payroll

Direct deposits from employers, pay cadence, YTD gross, any unexpected changes.

Tip · 2 min

Ask your agent about quarterly taxes

For LLC owners and freelancers: estimated tax math, when to send, how much.

Tip · 2 min

Ask your agent about investment allocation

What percent of your portfolio is in each position, sector, or asset class.

Tip · 2 min

Ask your agent about dividends

Dividend income received, which positions pay, YTD dividend yield.

Tip · 2 min

Ask your agent about gas and fuel

Monthly fuel spend, across every gas station, to track commuting costs.

Tip · 2 min

Ask your agent about Amazon spending

Every Amazon charge, across Prime, Whole Foods, digital purchases, AWS.

Tip · 2 min

Ask your agent about coffee

The classic latte-math question, now answered with real data.

Tip · 2 min

Ask your agent about restaurants

Dining-out spend, split from groceries, across in-person and delivery.

Tip · 2 min

Ask your agent about Uber and Lyft

Rideshare spending, across Uber + Lyft + taxis, monthly trend.