Let your AI agent answer questions about your real bank data. Read-only, live-fetched.
🔗 Data Integration
Hosted endpoint
https://bankbridge.money/api/mcp
AboutConfigurationReviews (0)
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.
Great Work LLC builds small, focused software, including BankBridge, a read-only MCP server that lets AI agents answer questions about your bank accounts, transactions and investments.
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