Answer questions about connected US bank, credit card, and brokerage accounts using live, read-only data. Review spending, balances, recurring charges, cash flow, transactions, holdings, and dividends; it cannot move money, pay bills, or trade.
Answer questions about the user's own money with live, read-only data from their connected US banks, credit cards and brokerages through the BankBridge MCP server. Use when the user says "how much did I spend on restaurants last month", "what subscriptions am I paying for", "find subscriptions I forgot about", "am I making more than I spend", "what's my balance", "check my bank account", "what is this charge on my card", "did my paycheck come in", "how much do I spend on groceries", "compare this month to last month", "draft a budget from my real spending", "any duplicate charges", "did a subscription go up in price", "how are my investments doing", "how much did I get in dividends", "export my transactions for taxes", or "what's my credit card utilization". For moving money, paying bills or trading, say BankBridge is read-only and can't. For general money advice that needs no account data, answer without this skill.
Run score Not tested
See how to installReview the instructions the agent will receive before you install.
BankBridge is a remote MCP server at https://bankbridge.money/api/mcp that gives you read-only access to the user's connected bank, credit card and brokerage accounts. Every tool call fetches live data from the bank. Nothing can move money, pay a bill or place a trade.
list_accounts, list_transactions, ...) are not available, the user connects once: in Claude, add BankBridge from the Connectors Directory (https://claude.ai/directory/connectors/bankbridge) or this plugin's Connectors tab; in Claude Code, run /mcp and sign in. Other agents: https://bankbridge.money/docssetup_required or has a NO_CONNECTIONS notice, show the user the link in the result. It finishes the subscription or connects a bank. Pricing is $5 a month per connected bank, or $50 a year.| Question | Tool |
|---|---|
| Balances, account list, credit utilization | list_accounts, get_account |
| "How much did I spend on X?" | get_spending_summary (group by category, merchant, month or week) |
| Find a specific charge or merchant | search_transactions, then get_merchant_history |
| Subscriptions and bills | get_recurring_charges |
| "Am I making more than I spend?" | get_monthly_cashflow (one call per month, month: "YYYY-MM") |
| Raw transactions with filters | list_transactions (date range, amount, category, account; paginate with offset) |
| Category names to filter by | list_categories |
| Portfolio, gains, dividends | list_holdings, list_investment_transactions |
| Add another bank | connect_bank (returns a link for the user) |
get_merchant_history before calling two charges duplicates.warnings array. If it is not empty, tell the user (for example, a bank that needs reconnecting, with its reconnect link) and say the totals cover only the banks that answered.list_accounts so you know which accounts exist; account ids can change when a bank is reconnected, so don't reuse old ids.No reviews yet. Tell others what you thought.
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