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BankBridge

Read-only access for Claude, ChatGPT and Cursor to your real bank accounts, transactions and investments. $5/mo per connected bank.

Introduction

BankBridge is a hosted MCP (Model Context Protocol) server that turns your AI agent into a personal finance analyst. Connect your bank accounts once through a secure link flow; after that, Claude, ChatGPT, Cursor, Gemini CLI, OpenAI Codex, Windsurf, Continue, and 21 other agent hosts can answer questions about your real finances in real time. Overview: you add one connector URL to your agent, sign in, and link your US banks, credit cards, and brokerage accounts. Key features: twelve tools ship out of the box. List accounts and balances, list and search transactions, break down spending by category, merchant, month, or week, detect recurring charges and subscriptions, compute monthly income versus expenses, pull a merchant's full charge history, and see investment holdings with gain and loss plus investment transactions. Every query is fetched live from your bank, so BankBridge caches zero financial data. Everything is read-only: it cannot move money, pay bills, or place trades. Use cases: find forgotten subscriptions, ask where last month's money went, check whether you earned more than you spent, review your portfolio, or prepare for tax season by pulling every charge from one merchant. Getting started: sign in with OAuth 2.1 (Dynamic Client Registration with PKCE) or use a bearer key for solo setups, connect a bank, then ask your agent a question about your money. A demo account with sample data is available from the sign-in screen with no signup. Pricing and plans: $5 per month ($50 per year) per connected bank. Cancel any time from the dashboard. Built by Great Work LLC.

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