BankBridge MCP Server
Let your AI agent answer questions about your real bank data. Read-only.
About
BankBridge is a hosted, read-only MCP server that lets your AI agent answer questions about your real bank accounts. Connect your banks once through a secure link flow, then ask Claude, ChatGPT, Cursor, Gemini CLI, Codex, Windsurf or any other MCP host about spending, subscriptions, cashflow or investments.
Twelve tools: list accounts and balances, list and search transactions, spending summaries by category, merchant, month or week, recurring charge detection, monthly cashflow, merchant history, investment holdings and investment transactions, and a link for connecting another bank. Every call fetches live data from your banks; BankBridge does not store financial data.
Remote endpoint: https://bankbridge.money/api/mcp (Streamable HTTP). Auth: OAuth 2.1 with Dynamic Client Registration + PKCE, or a bearer API key for solo setups. Try it with the demo key bbk_demo (sample data).
Pricing: $5/mo per connected bank ($50/yr), cancel any time. Built by Great Work LLC.
Security Report
Only the README was provided and the server source code was truncated or missing, so the code-level security checks (injection, data handling, dependencies, token storage) could not be verified. The README describes OAuth 2.1 sign-in, read-only bank access, and a single remote endpoint, which are reasonable for a finance server, but its privacy and encryption claims are unverified.
1 file analyzed · 3 issues found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
Permissions Required
This plugin requests these system permissions. Most are normal for its category.
What You'll Need
Set these up before or after installing:
Environment variable: BANKBRIDGE_API_KEY
Sign up freeHow to Install & Connect
Available as Local & Remote
This plugin can run on your machine or connect to a hosted endpoint. during install.
Getting Started
Once installed, try these example prompts and explore these capabilities:
- 1"How much did I spend on restaurants last month?"
- 2"What subscriptions am I paying for?"
- 3"Show my cashflow for the last 6 months"
- 4"How are my investments doing?"
- 5Tool: get_spending_summary: Spending by category, merchant, month or week
- 6Tool: get_recurring_charges: Detects subscriptions and recurring bills
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