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 · 8 min

Is it safe to connect your bank account to ChatGPT or Claude?

The question has two halves: can the assistant do anything with your money, and where does the data go once it reads it. Here is how to judge both.

Tip · 14 min

15 money questions to ask your AI agent, and the tool it uses for each

A prompt library for everyday money questions: what to ask, which BankBridge tool answers it, and follow-ups that dig deeper.