Ask Claude Code anything about your finances. Read-only access to your bank accounts, transactions, and investment holdings via BankBridge.
Quick balance snapshot — every account, a rolling total, and credit utilization at a glance.
Draft a realistic monthly budget based on your actual last-3-months spending.
Multi-month cashflow trend — income, expenses, net, savings rate as a table + quick-read takeaways.
Pick a category, get every transaction in it plus patterns — frequency, top merchants, largest, weekly cadence.
Pie chart of spending by category. Writes spending-pie.png (or falls back to ASCII if no plotting library).
External network access
Connects to servers outside your machine
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Verify ownership to unlock analytics, metadata editing, and a verified badge. GitHub access is read-only (username + org membership).
Sign in to claimOwn this plugin?
Verify ownership to unlock analytics, metadata editing, and a verified badge. GitHub access is read-only (username + org membership).
Sign in to claimBased on adoption, maintenance, documentation, and repository signals. Not a security audit or endorsement.
This plugin requires configuration values that are prompted when the plugin is enabled. Sensitive values are stored in your system keychain.
api_tokenPre-filled on your bankbridge.money dashboard. Starts with bbk_.
${user_config.api_token}Your bank accounts, transactions, and investments — in plain English, right inside Claude.
Ask Claude things like "how much did I spend on restaurants last month?" or "find any subscriptions I've forgotten about" or "draft a budget from my actual last 3 months" — and get real answers from your real data.
One account. Every bank you use. Works with Claude Code, Claude Desktop, Claude.ai, ChatGPT, Cursor, Copilot, Gemini, Codex, and everything else that speaks MCP.
/plugin marketplace add bankbridge-money/bankbridge-plugin
/plugin install bankbridge
When prompted, paste your API token from bankbridge.money/dashboard. It’s pre-filled and copy-ready on your dashboard — just hit the big Copy button.
You’ll need:
That’s it. The plugin handles the rest.
Type / in any Claude Code session to find them. Each wraps a multi-step flow with an opinionated output shape, so you don’t have to hand-craft the prompt.
| Command | What it does |
|---|---|
/balances | Snapshot of every account, rolling total, credit utilization. |
/weekly-review | Last 7 days at a glance: total spend, biggest charges, surprises. |
| Command | What it does |
|---|---|
/spending-by | Flexible group-by. Slice by category, merchant, month, or week for any window. |
/compare-months | Side-by-side month comparison with category deltas and callouts. |
/category-deep-dive | Zoom into one category — every transaction, top merchants, cadence, outliers. |
| Command | What it does |
|---|---|
/monthly-check | One-page monthly report — cashflow, top categories, merchants, subscriptions. |
/cashflow-trend | Multi-month income vs expenses table with trend takeaways. |
/budget-draft | Draft a realistic budget from your actual last 3 months of spending. |
| Command | What it does |
|---|---|
/portfolio-health | Total value, gain/loss, concentration check, positions >20% flagged. |
/dividends | YTD dividends received by ticker with run-rate. |
| Command | What it does |
|---|---|
/monthly-chart | Bar chart of income vs expenses for the last N months. Writes cashflow.png. |
/category-pie | Pie chart of spending by category. Writes spending-pie.png. |
/tax-prep | Exports a full year of transactions + category totals to CSV. |
| Command | What it does |
|---|---|
/subscriptions | Every recurring charge, sorted, with age and price-drift flags. |
/price-creep | Subscriptions whose price increased — catch Netflix hikes before your card does. |
/duplicate-check | Same-merchant, same-amount charges within 48 hours, plus outliers. |
/fraud-check | Wider net: unfamiliar merchants, amount outliers, off-hours charges. |
| Command | What it does |
|---|---|
/monthly-report | Polished narrative report for a given month. |
/year-in-review | Spotify Wrapped for your money. |
Claude Code picks the right MCP tools automatically when you ask in plain English. Copy any of these:
Every-day check-ins
How much did I spend this week?
List my last 20 transactions over $50.
What's my current cashflow this month?
Spending analysis
Break down my March spending by category, biggest first. Show as a markdown table.
Who are my top 10 merchants by spend in the last 90 days?
Compare my restaurant spending in March vs January 2026 — am I trending up?
Subscription audits
List every recurring charge I have. Which ones are the smallest — can I cancel any?
Has any subscription raised its price in the last 12 months?
Investments
Show my current holdings sorted by gain/loss with percentages.
How much have I received in dividends this year?
What percentage of my portfolio is in my single biggest position?
Visualizations (agents with code execution)
Make a bar chart of my monthly cashflow for the last 6 months. Save as cashflow.png.
Export my March transactions to CSV.
Build me a one-page markdown report for last month.
Detective work
Find any transactions that look unusual or duplicated this month.
Which 5 merchants have I spent the most on this year?
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