询问余额、支出、订阅和投资。你的智能体实时读取账户数据，不保存任何内容。
只读。BankBridge 永远无法转账、付款或更改你的账户。 BankBridge 如何保护你的数据 →
演示使用示例数据，无需注册。
支持 claude.ai (一键连接器), Claude Code, 以及另外 27 个.
每个已连接的银行 $5/月 或 $50/年 · 随时取消
Questions you'd normally ask an accountant. Answered instantly by your agent, against your actual numbers.
“How much did I spend on restaurants last month?”
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.
“List every subscription I'm paying for.”
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?
“Am I making more than I spend?”
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%.
“How are my holdings doing?”
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.
Your agent can look at your money. It can’t touch it. See exactly what your agent can and can’t see.
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.
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.
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.
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.
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.
Want to see the answers first? The demo runs the same tools on a made-up household, with no signup.
We email you a link. There's no password to create.
$5 a month or $50 a year for your first bank, through Stripe Checkout. Cancel anytime from Settings.
Sign in to your bank in its own secure window. BankBridge never sees your bank password and can never move money.
Add BankBridge to claude.ai in one click or to Claude Code with one command, then ask your first 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.
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 before you subscribe.
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.
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.)
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.
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"
}
}
}
}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.
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.
12 tools across accounts, transactions, spending, and investments. Your agent decides which to call.
“How much did I spend on food last month?”
{
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
}“What's my cashflow for March?”
{
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 }
]
}“Show me all my Netflix charges.”
{
merchant: "Netflix",
charge_count: 24,
first_charge: "2024-04-12",
last_charge: "2026-03-12",
average_amount: 15.49,
total_spent: 371.76
}“What are my recurring subscriptions?”
[
{ 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" }
]“How are my investments doing?”
[
{ 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 }
]“Break down my spending by category.”
[
{ 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 }
]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.
list_accountsAll connected accounts with current balances. No input. Returns everything your agent has access to.
{}{
"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
}
]
}get_accountFull detail for a specific account by id.
{ "account_id": "acc_blgvvBlXw3" }{
"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
}list_transactionsTransactions with filters. Date range, amount range, category, account, pending. Paginated. Newest first. Positive amount = money spent, negative = money received.
{
"category": "FOOD_AND_DRINK",
"start_date": "2026-03-01",
"end_date": "2026-03-31",
"limit": 50
}{
"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
}search_transactionsCase-insensitive substring match on both the raw transaction name and the merchant name.
{ "query": "Netflix", "limit": 10 }{
"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
}get_spending_summaryAggregate spending (expenses only) grouped by category, merchant, month, or week. Top N groups by total.
{
"group_by": "category",
"start_date": "2026-03-01",
"end_date": "2026-03-31",
"limit": 5
}{
"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 }
]
}get_recurring_chargesAuto-detected subscriptions. Classifies by median interval between charges. Weekly, biweekly, monthly, quarterly, yearly.
{ "min_occurrences": 3 }{
"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 }
]
}get_monthly_cashflowIncome vs. expenses for a month, plus top income sources and expense categories.
{ "month": "2026-03" }{
"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 }
]
}get_merchant_historyAll transactions for a specific merchant plus aggregate stats. Fuzzy substring match. Same engine as search_transactions.
{ "merchant": "Netflix" }{
"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
}list_categoriesTransaction categories actually present in your data, with counts and totals. Use before filtering by category to see what's available.
{}{
"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 }
]
}list_holdingsCurrent 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.
{}{
"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"
}
]
}list_investment_transactionsBuys, sells, cash events, fees, transfers. Dividends appear as type='cash' + subtype='dividend'. Filter by the `subtype` field to isolate them.
{ "type": "sell", "start_date": "2020-01-01" }{
"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
}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.
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.
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.
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.
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.
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 and on the security page.
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.
The demo uses sample data and needs no signup. Cancel a subscription anytime from Settings.
