How to Install BankBridge in Cursor
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 or create .cursor/mcp.json
- 3Paste inside "mcpServers": {}
- 4Restart Cursor or reload the window
Configuration
File location: .cursor/mcp.json (project) or ~/.cursor/mcp.json (global)
{
"bankbridge": {
"url": "https://bankbridge.money/api/mcp",
"headers": {
"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)