BankBridge

About

BankBridge gives an AI assistant read-only access to your connected US bank, card issuer and brokerage accounts. It covers balances, transactions, spending summaries, recurring charges, cashflow and investment holdings. Data is fetched live from the bank and not stored, and there are no write tools, so it cannot move money.

It runs as a hosted remote server over streamable HTTP. Users sign in with OAuth 2.1 in the browser (dynamic client registration), or send a bearer API key from the BankBridge dashboard. A demo key with sample data is available without signup. A paid plan is required for real banks ($5/mo per connected bank).

What you can do

• Check balances across connected bank accounts
• List and search transactions
• Summarize spending by category and period
• Find recurring charges and subscriptions
• Review cashflow and savings rate
• View investment holdings and performance

Tools 12

• list_accountsRead-only

  List Bank Accounts

• get_accountRead-only

  Get Account Details

• list_transactionsRead-only

  List Transactions

• search_transactionsRead-only

  Search Transactions

• get_spending_summaryRead-only

  Spending Summary

• get_recurring_chargesRead-only

  Find Recurring Charges

• get_monthly_cashflowRead-only

  Monthly Cashflow

• get_merchant_historyRead-only

  Merchant Charge History

• list_categoriesRead-only

  List Spending Categories

• list_holdingsRead-only

  List Investment Holdings

• list_investment_transactionsRead-only

  List Investment Transactions

• connect_bankRead-only

  Connect a Bank

Read from the live server on 15 Nov 2026. Read-only, Writes and Can delete are hints the server declares; your client decides whether to ask before running a tool.

Example prompts

• How much did I spend on restaurants last month?

• List every subscription I'm paying for.

• Am I making more than I spend?

• How are my investment holdings doing?

Set up

Every client connects to bankbridge.money, and Great Work LLC asks you to sign in the first time. Pick yours; the page remembers your choice.

claude mcp add --transport http bankbridge https://bankbridge.money/api/mcp

https://bankbridge.money/api/mcp

{
  "mcpServers": {
    "bankbridge": {
      "url": "https://bankbridge.money/api/mcp"
    }
  }
}

code --add-mcp '{"name":"bankbridge","type":"http","url":"https://bankbridge.money/api/mcp"}'

{
  "servers": {
    "bankbridge": {
      "type": "http",
      "url": "https://bankbridge.money/api/mcp"
    }
  }
}

{
  "mcpServers": {
    "bankbridge": {
      "serverUrl": "https://bankbridge.money/api/mcp"
    }
  }
}

codex mcp add bankbridge --url https://bankbridge.money/api/mcp
codex mcp login bankbridge

[mcp_servers.bankbridge]
url = "https://bankbridge.money/api/mcp"

gemini mcp add --transport http bankbridge https://bankbridge.money/api/mcp

{
  "mcpServers": {
    "bankbridge": {
      "type": "http",
      "url": "https://bankbridge.money/api/mcp"
    }
  }
}

Embed

Show BankBridge in a README or on your site. Each embed links to this page, uses the server’s own URL, and sets no cookies. How embeds work

The card, the iframe and the JSON are in English. Add ?lang=it, fr, de or es to their address for another language.

README badge Website card iframe JSON AI prompt

README badge

Markdown

[![BankBridge on mcp.tc](https://mcp.tc/i/bankbridge/badge.svg)](https://mcp.tc/i/bankbridge)

HTML

<a href="https://mcp.tc/i/bankbridge"><img src="https://mcp.tc/i/bankbridge/badge.svg" alt="BankBridge on mcp.tc" height="20"></a>

It follows the reader’s light or dark mode. Add ?theme=light or ?theme=dark to fix it, or ?style=compact to show the mark without the word.

Website card

HTML

<script src="https://mcp.tc/w/bankbridge.js" async></script>

The card appears where the tag is. Add data-theme="dark" or data-size="compact" to the tag to change it. The file holds everything it needs, so it makes no other requests and sets no cookies.

iframe

HTML

<iframe src="https://mcp.tc/embed/bankbridge" title="BankBridge on mcp.tc" width="420" height="200" loading="lazy" allow="clipboard-write" style="border:0;border-radius:8px;max-width:100%"></iframe>

Use it on pages that don’t allow scripts. Add ?theme=light or ?theme=dark to the address to fix the colors.

JSON

The listing as data for your own pages and tools: name, tagline, the server’s own URL, tools and the “Add to” links. Any site can read it (CORS is open).

https://mcp.tc/i/bankbridge.json

What each field means

AI prompt

Paste this into an AI coding assistant, such as Claude Code or Cursor, and it adds the BankBridge card to your site.

Markdown

Add the mcp.tc card for BankBridge, an MCP server, to my website. It is one static script: no build step, no package to install, no cookies.

Put this tag where the card should appear. The card renders right before it:

```html
<script src="https://mcp.tc/w/bankbridge.js" async></script>
```

To show the card somewhere else, put this placeholder there and load the same script once, for example before `</body>`. Keep the link inside: visitors without JavaScript see it.

```html
<div data-mcptc="bankbridge"><a href="https://mcp.tc/i/bankbridge">BankBridge on mcp.tc</a></div>
```

Options:
- `data-theme="light"` or `"dark"` on the tag or the placeholder fixes the colors. Without it, the card follows the visitor’s light or dark mode.
- `data-size="compact"` gives a smaller card without the tagline.
- The CSS variable `--mcptc-max-width` on the placeholder or a parent sets the width (default `520px`).
- `?lang=` on the script URL sets the card’s language: `en`, `it`, `fr`, `de` or `es`.

If the site has a Content Security Policy, allow `script-src https://mcp.tc` and `img-src data:` (the icon is inline).

For a README or other Markdown docs, use the badge instead:

```markdown
[![BankBridge on mcp.tc](https://mcp.tc/i/bankbridge/badge.svg)](https://mcp.tc/i/bankbridge)
```

Reference: https://mcp.tc/embed

Change history

We read this server’s tool list every 3 hours and record what changes. Last read 15 Nov 2026, 00:19 UTC.

1. 3 Nov 2026, 02:48 UTC, Automatic check

   1 tool changed.

   Details, 3 Nov 2026, 02:48 UTC

   Changed 1

   • list_transactionsdescription
     Before

     List transactions across connected accounts, newest first, with optional filters for date range, account, category, amount, and pending status. Positive amounts are money spent; negative amounts are money received. Default window is the last 30 days; banks provide up to 24 months. Paginated with limit/offset (default 50, max 100); the response includes total_count and has_more. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.

     After

     List transactions across connected accounts, newest first, with optional filters for date range, account, category, amount, and pending status. Positive amounts are money spent; negative amounts are money received. Default window is the last 30 days; banks provide up to 24 months. Paginated with limit/offset (default 50, max 100); the response includes total_count and has_more. Each call reads the bank live and banks allow about 30 reads a minute, so totals by category, merchant or month come from get_spending_summary or get_monthly_cashflow in one call rather than from paging through every transaction; when paging is needed, limit=100 keeps the number of calls down. The response includes a `warnings` array of notices about banks that could not contribute (for example, a bank that needs reconnecting), each with a message and, when relevant, a reconnect_url.

2. 2 Nov 2026, 00:09 UTC, Automatic check

   Tracking started: 12 tools.

FAQ