Tips

Small tricks. Big returns.

小贴士 · 8 分钟

充分利用 BankBridge 的 12 个 MCP 工具

每个工具配一个示例提示。把任意一个粘贴到一个全新的代理会话里,看看这个工具能做什么。

Tip · 5 min

Prompt patterns for better financial questions

Six prompt patterns that turn vague questions into tight answers.

技巧 · 7 分钟

最适合个人理财的 AI

诚实的答案不是某一款产品,而是一套组合:选一个你已经在用的智能体,给它只读的银行数据访问权限,然后用大白话问钱的问题。

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.

小技巧 · 6 分钟

不要从单月数据推算:季节性支出的提示词

夏天电费翻倍,冬天燃气费翻三倍。这里是 12 个月的提示词模式,能让你的 agent 不再把谎言当成年度均值。

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.