# BankBridge MCP server > Read-only access to bank accounts, transactions, spending, recurring charges and investment holdings for AI agents. - Listing: https://mcp.tc/i/bankbridge - Connect: use the server's own URL `https://bankbridge.money/api/mcp` (OAuth sign-in at the server); clients connect to it directly. The listing link is a page, not an MCP endpoint. - Type: remote (Streamable HTTP) - Auth: OAuth sign-in - Category: [Finance & Payments](https://mcp.tc/c/finance-payments) - Vendor: Great Work LLC - Homepage: - Repository: ## 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 it 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_accounts`: List every connected account (checking, savings, credit card, loan, investment) with live balances, credit limits, institution, and last 4 digits. (read-only) - `get_account`: Get one account's live details (balances, credit limit, type, institution, last 4 digits) by its account id from list\_accounts. (read-only) - `list_transactions`: List transactions across connected accounts, newest first, with optional filters for date range, account, category, amount, and pending status. (read-only) - `search_transactions`: Search transactions by merchant name or bank description (case-insensitive substring match), newest first. (read-only) - `get_spending_summary`: Total posted spending (positive amounts only) grouped by category, merchant, month, or week, largest first, with transaction count and average per group. (read-only) - `get_recurring_charges`: Find recurring charges such as subscriptions and bills by grouping charges per merchant and detecting a steady weekly, biweekly, monthly, quarterly, or yearly interval. (read-only) - `get_monthly_cashflow`: Income, expenses, and net for one calendar month across connected accounts, with the top 5 income sources and top 5 expense categories. (read-only) - `get_merchant_history`: Charge history for one merchant (case-insensitive substring match on merchant name or description): charge count, total spent, average amount, first and last charge dates, and the matching transactions, newest first. (read-only) - `list_categories`: List the spending categories that appear in the user's transactions, with transaction count and net dollar total per category, largest first. (read-only) - `list_holdings`: List current investment positions (ticker, name, quantity, price, market value, cost basis, gain/loss) across connected investment accounts, largest value first, plus portfolio totals. (read-only) - `list_investment_transactions`: List investment account activity (buys, sells, dividends and other cash events, fees, transfers), newest first, with ticker, quantity, price, and amount. (read-only) - `connect_bank`: Get a link for connecting a new bank account to BankBridge, plus reconnect links for any already-connected bank that needs re-authorization or whose consent expires within 30 days. (read-only) ## 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?" ## Install ### Claude Code 1. Run this in a terminal, in your project folder: ```bash claude mcp add --transport http bankbridge https://bankbridge.money/api/mcp ``` 2. Start Claude Code, type `/mcp`, pick **bankbridge** and choose **Authenticate**. A browser window opens for the Great Work LLC sign-in. Add `--scope user` to make it available in every project, not just this one. ### Claude Desktop 1. Open **Customize → Connectors**, click **+ Add**, then **Add custom connector**. 2. Name it **BankBridge** and paste this URL: ```url https://bankbridge.money/api/mcp ``` 3. Click **Add**, then **Connect**, and sign in when Great Work LLC asks. Claude Desktop’s JSON config file only starts local servers. Remote servers go through Connectors, and connectors you add on claude.ai show up here too. ### claude.ai 1. Open the connector form on claude.ai. This button fills in the name and URL for you: [Add to claude.ai]() (opens connector settings) 2. Check that the URL reads `https://bankbridge.money/api/mcp` and click **Add**. 3. Click **Connect** and sign in when Great Work LLC asks. Free plans allow one custom connector. On Team and Enterprise plans an owner adds it under **Organization settings → Connectors**. ### ChatGPT 1. On chatgpt.com, go to **Plugins**, select **+**, then **Add custom MCP server**. 2. Enter a name for the server. 3. Under **Connection**, paste `https://bankbridge.money/api/mcp` as the server URL, then for authentication choose **OAuth**. ChatGPT sends you to Great Work LLC to sign in. 4. Check **I understand and want to continue**, then select **Create as a plugin**. Whether you can add a custom MCP server depends on your ChatGPT plan and your workspace permissions (in Business workspaces, admins and owners can). ### Cursor [Add to Cursor]() (opens Cursor) Or add it by hand to `~/.cursor/mcp.json` (all projects) or `.cursor/mcp.json` (this project): `mcp.json`: ```json { "mcpServers": { "bankbridge": { "url": "https://bankbridge.money/api/mcp" } } } ``` Cursor shows **Needs authentication** next to the server. Click the button beside it to sign in. ### VS Code [Install in VS Code]() (opens VS Code) Or from a terminal: ```bash code --add-mcp '{"name":"bankbridge","type":"http","url":"https://bankbridge.money/api/mcp"}' ``` Or commit it to the repo in `.vscode/mcp.json`: `.vscode/mcp.json`: ```json { "servers": { "bankbridge": { "type": "http", "url": "https://bankbridge.money/api/mcp" } } } ``` VS Code asks you to sign in the first time the server starts. ### Devin Desktop 1. Add it to `~/.config/devin/mcp_config.json` (macOS and Linux) or `%APPDATA%\devin\mcp_config.json` (Windows): `mcp_config.json`: ```json { "mcpServers": { "bankbridge": { "serverUrl": "https://bankbridge.money/api/mcp" } } } ``` 2. Refresh the MCP server list in Cascade and sign in when asked. Devin Desktop is the new name for Windsurf. It reads `serverUrl` (or `url`) for remote servers. ### Codex ```bash codex mcp add bankbridge --url https://bankbridge.money/api/mcp codex mcp login bankbridge ``` Or edit `~/.codex/config.toml` directly: `config.toml`: ```toml [mcp_servers.bankbridge] url = "https://bankbridge.money/api/mcp" ``` ### Gemini CLI ```bash gemini mcp add --transport http bankbridge https://bankbridge.money/api/mcp ``` Then, inside Gemini CLI, run `/mcp auth bankbridge` to sign in. This adds it to the current project. Add `-s user` to use it everywhere. ### Any client Most clients accept this shape. Some name the URL field differently: `serverUrl` in Devin Desktop, `httpUrl` in Gemini CLI’s settings file. ```json { "mcpServers": { "bankbridge": { "type": "http", "url": "https://bankbridge.money/api/mcp" } } } ``` Zed puts servers under `context_servers` in its settings. Cline needs `"type": "streamableHttp"`, or it assumes SSE. Client only starts local servers? Bridge it with `npx -y mcp-remote https://bankbridge.money/api/mcp`. ## Recent changes - 2026-11-03 02:48 UTC: 1 tool changed. Source: automatic check. Changed: list\_transactions. - 2026-11-02 00:09 UTC: Tracking started: 12 tools read. Source: automatic check. More on the History tab, with descriptions before and after for the newest entries: https://mcp.tc/i/bankbridge#history (Atom feed: https://mcp.tc/i/bankbridge/history.xml). It records what mcp.tc's anonymous checks saw, every 3 hours where the tool list can be read without sign-in; it is not a security review. ## Details - Server version: 1.1.0 - MCP protocol version: 2025-11-25 - Last checked: 2026-11-15 (reachable, asks for credentials) - Listed: 2026-10-27 - Updated: 2026-11-03 --- Source: https://mcp.tc/i/bankbridge (mcp.tc is an independent directory, not affiliated with this server's publisher). Corrections: https://mcp.tc/report