How to Install BankBridge in Claude Desktop
Let your AI agent answer questions about your real bank data. Read-only, live-fetched.
What BankBridge does
BankBridge is a hosted remote MCP server that turns your AI agent into a personal finance analyst. Connect your US bank, credit card and brokerage accounts once at bankbridge.money; after that, Claude, ChatGPT, Cursor, Gemini CLI, Codex, Windsurf and other MCP hosts can answer questions about your real finances. Tools: list_accounts, get_account, list_transactions, search_transactions, get_spending_summary (by category, merchant, month or week), get_recurring_charges, get_monthly_cashflow, get_merchant_history, list_categories, list_holdings, list_investment_transactions, and connect_bank. Everything is read-only: it cannot move money, pay bills or place trades. Every call fetches fresh data from your bank, and BankBridge stores no transactions, balances or holdings. Remote endpoint: https://bankbridge.money/api/mcp (Streamable HTTP). Auth: OAuth 2.1 with Dynamic Client Registration + PKCE, or a bearer API key. Try it with the demo key bbk_demo (sample data, no signup). Pricing: $5/mo or $50/yr per connected bank, billed at bankbridge.money. Cancel any time. Built by Great Work LLC.
Installation steps
- 1Copy the config below
- 2Open claude_desktop_config.json
- 3Paste inside "mcpServers": {}
- 4Restart Claude Desktop
Configuration
File location: ~/Library/Application Support/Claude/claude_desktop_config.json
{
"bankbridge": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://bankbridge.money/api/mcp",
"--header",
"Authorization:Bearer bbk_demo"
]
}
}Install in other clients
For maintainers
If you maintain BankBridge, add this badge to your README to show it's verified on CuratedMCP:
[](https://www.curatedmcp.com/marketplace/bankbridge)