Integration
Bankbridge
By MCP server for your bank accounts. Works in any MCP agent, including local models: Hermes, OpenClaw, Open WebUI, Goose, Claude, ChatGPT, Cursor. Read-only, US banks.
Configuration Example
mcp_servers:
bankbridge:
url: https://bankbridge.money/api/mcp
auth: oauthREADME
# BankBridge
**Works in any MCP agent, including local models.** BankBridge is a remote MCP server that lets Hermes, OpenClaw, Open WebUI, Goose, Claude, ChatGPT, Cursor and other agents read your bank accounts, credit cards and investments. Ask "how much did I spend on restaurants last month?" or "what subscriptions am I paying for?" and the answer comes from your own accounts. Read-only, US banks, $5 a month per connected bank.
**Install in Claude Code:** `/plugin install bankbridge --marketplace bankbridge-money/bankbridge-plugin` (Claude Code 2.1.275 or later; on older versions run `/plugin marketplace add bankbridge-money/bankbridge-plugin` first, then `/plugin install bankbridge`).
**Works with:** any MCP client that can reach a Streamable HTTP server, with a local model or a hosted one. That covers Hermes Agent, OpenClaw, Open WebUI, Goose, LM Studio, opencode, Cline, Continue, Claude, ChatGPT, Cursor, VS Code Copilot, Codex and Gemini CLI.
[](https://claude.ai/directory/connectors/bankbridge)
[](https://bankbridge.money/api/add/cursor)
[](https://vscode.dev/redirect/mcp/install?name=bankbridge&config=%7B%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fbankbridge.money%2Fapi%2Fmcp%22%7D)
[](https://insiders.vscode.dev/redirect/mcp/install?name=bankbridge&config=%7B%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fbankbridge.money%2Fapi%2Fmcp%22%7D)
More to ask: *"find any subscriptions I've forgotten about"*, *"draft a budget from my actual last 3 months"*, *"am I making more than I spend?"* One account covers every bank you connect.
---
## Install
### Local models and self-hosted agents
Point your agent at `https://bankbridge.money/api/mcp`. Clients with MCP OAuth sign in through your browser. Clients without it send `Authorization: Bearer bbk_...` with a key from your dashboard. Pick a model with reliable tool calling.
With a local model, the conversation stays on your machine. The numbers still pass through the bank-data provider and BankBridge, which keeps no copy.
**Hermes Agent.** Install the package, enable it, then add the server to your profile's config so Hermes can run the sign-in:
```shell
hermes plugins install bankbridge-money/bankbridge-plugin --no-enable
hermes plugins enable bankbridge
```
```yaml
mcp_servers:
bankbridge:
url: https://bankbridge.money/api/mcp
auth: oauth
```
```shell
hermes mcp login bankbridge
```
The package holds a skill and the server URL, with no executable code and no stored credentials. Hermes keeps the sign-in token. Every BankBridge tool is read-only.
**Other agents:** step-by-step guides for [Goose](https://bankbridge.money/docs/goose), [LM Studio](https://bankbridge.money/docs/lm-studio), [OpenClaw](https://bankbridge.money/docs/openclaw), [opencode](https://bankbridge.money/docs/opencode), [Cline](https://bankbridge.money/docs/cline), [Continue](https://bankbridge.money/docs/continue) and [Zed](https://bankbridge.money/docs/zed). All guides: [bankbridge.money/docs](https://bankbridge.money/docs).
### Claude.ai, Claude Desktop, Claude mobile, Cowork
BankBridge is in the [Claude Connectors Directory](https://claude.ai/directory/connectors/bankbridge). Open the listing, click **Connect**, sign in to BankBridge. No key to paste. Connectors sync across every Claude app, and Claude Code picks them up too.
### Claude Code (plugin, with 19 slash commands)
```shell
/plugin marketplace add bankbridge-money/bankbridge-plugin
/plugin install bankbridge
```
The first time a command runs, run `/mcp` and sign in to BankBridge in your browser. No key to paste. (Before version 0.4.0 the plugin asked for an API token; it now signs in the same way as the Claude connector.)
The same plugin is listed for claude.ai chat and Cowork, where the 19 commands load as skills and the server is connected from the plugin's **Connectors** tab.
Prefer no plugin and no key? One command, then `/mcp` to sign in through your browser:
```shell
claude mcp add --scope user --transport http bankbridge https://bankbridge.money/api/mcp
```
### Cursor, VS Code (Copilot)
Use the **Add to Cursor** or **Install in VS Code** badge above. The editor asks you to confirm, then opens the BankBridge sign-in page in your browser. No key to paste.
### Gemini CLI, Codex CLI
```shell
gemini mcp add --scope user --transport http bankbridge https://bankbridge.money/api/mcp
codex mcp add bankbridge --url https://bankbridge.money/api/mcp
```
Both discover BankBridge’s OAuth sign-in automatically (Gemini: run `/mcp auth bankbridge`; Codex opens the browser on its own).
### Everything else
Server URL: `https://bankbridge.money/api/mcp` (Streamable HTTP). Auth: OAuth 2.1 with Dynamic Client Registration, or `Authorization: Bearer bbk_...` with a key from your dashboard. Step-by-step guides for each agent: [bankbridge.money/docs](https://bankbridge.money/docs?ref=github).
You’ll need:
- **A BankBridge account**: [sign up](https://bankbridge.money/?ref=github) ($5/mo or $50/yr per connected bank), or try the demo with sample data from the sign-in screen, no signup
- **At least one bank connected**: linked on the dashboard in ~30 seconds
## Install the skill in any agent
[](https://skills.sh/bankbridge-money/bankbridge-plugin/bankbridge)
```shell
npx skills add bankbridge-money/bankbridge-plugin # this project (asks which agents)
npx skills add bankbridge-money/bankbridge-plugin -g # user-level, every project
```
Where the skill lands (to install by hand, copy `skills/bankbridge/` there):
| Agent | Project folder | User folder (`-g`) |
|---|---|---|
| Claude Code | `.claude/skills/bankbridge/` | `~/.claude/skills/bankbridge/` |
| Codex | `.agents/skills/bankbridge/` | `~/.codex/skills/bankbridge/` |
| Cursor | `.agents/skills/bankbridge/` | `~/.cursor/skills/bankbridge/` |
| GitHub Copilot | `.agents/skills/bankbridge/` | `~/.copilot/skills/bankbridge/` |
| Gemini CLI | `.agents/skills/bankbridge/` | `~/.gemini/skills/bankbridge/` |
| OpenCode | `.agents/skills/bankbridge/` | `~/.config/opencode/skills/bankbridge/` |
| Cline | `.agents/skills/bankbridge/` | `~/.agents/skills/bankbridge/` |
| Windsurf | `.windsurf/skills/bankbridge/` | `~/.codeium/windsurf/skills/bankbridge/` |
| Goose | `.goose/skills/bankbridge/` | `~/.config/goose/skills/bankbridge/` |
| OpenClaw | `skills/bankbridge/` | `~/.openclaw/skills/bankbridge/` |
The skill tells your agent when and how to use BankBridge; the MCP server does the work, so connect that too (see Install above).
---
## 19 slash commands, included
Type `/` in any Claude Code session to find them. Each wraps a multi-step flow with an opinionated output shape, so you don’t have to hand-craft the prompt.
> **Also in Claude iOS / Android / Desktop / Cowork.** The same 19 commands are exposed as MCP prompts, so they appear under the **+** button in the chat input bar. One tap fills the full prompt. In Cursor, ChatGPT, and other MCP clients, they show up in whatever prompt-picker UI that client provides.
### 💨 Quick lookups: fastest path from install to first result
| Command | What it does |
|---------|--------------|
| `/balances` | Snapshot of every account, rolling total, credit utilization. |
| `/weekly-review` | Last 7 days at a glance: total spend, biggest charges, surprises. |
### 📊 Spending analysis: group and slice
| Command | What it does |
|---------|--------------|
| `/spending-by` | Flexible group-by. Slice by category, merchant, month, or week for any window. |
| `/compare-months` | Side-by-side month comparison with category deltas and callouts. |
| `/category-deep-dive` | Zoom into one category: every transaction, top merchants, cadence, outliers. |
### 💰 Cashflow & budgeting: real numbers only
| Command | What it does |
|---------|--------------|
| `/monthly-check` | One-page monthly report: cashflow, top categories, merchants, subscriptions. |
| `/cashflow-trend` | Multi-month income vs expenses table with trend takeaways. |
| `/budget-draft` | Draft a realistic budget from your actual last 3 months of spending. |
### 📈 Investments: if you have a brokerage connected
| Command | What it does |
|---------|--------------|
| `/portfolio-health` | Total value, gain/loss, concentration check, positions >20% flagged. |
| `/dividends` | YTD dividends received by ticker with run-rate. |
### 📉 Charts & exports: agents that can run code can save files
| Command | What it does |
|---------|--------------|
| `/monthly-chart` | Bar chart of income vs expenses for the last N months. Writes `cashflow.png`. |
| `/category-pie` | Pie chart of spending by category. Writes `spending-pie.png`. |
| `/tax-prep` | Exports a full year of transactions + category totals to CSV. |
### 🛡 Detective work: peace of mind
| Command | What it does |
|---------|--------------|
| `/subscriptions` | Every recurring charge, sorted, with age and price-drift flags. |
| `/price-creep` | Subscriptions whose price increased. Catch Netflix hikes before your card does. |
| `/duplicate-check` | Same-merchant, same-amount charges within 48 hours, plus outliers. |
| `/fraud-check` | Wider net: unfamiliar merchants, amount outliers, off-hours charges. |
### 📝 Reports: shareable, archivable, email-worthy
| Command | What it does |
|---------|--------------|
| `/monthly-report` | Polished narrative report for a given month. |
| `/year-in-review` | Spotify Wr
... (truncated)
integration
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