Individual skill

bankbridge

Answer questions about the user's own money with live, read-only data from their connected US banks, credit cards and brokerages through the BankBridge MCP server. Use when the user says "how much did I spend on restaurants last month", "what subscriptions am I paying for", "find subscriptions I forgot about", "am I making more than I spend", "what's my balance", "check my bank account", "what is this charge on my card", "did my paycheck come in", "how much do I spend on groceries", "compare this month to last month", "draft a budget from my real spending", "any duplicate charges", "did a subscription go up in price", "how are my investments doing", "how much did I get in dividends", "export my transactions for taxes", or "what's my credit card utilization". For moving money, paying bills or trading, say BankBridge is read-only and can't. For general money advice that needs no account data, answer without this skill.

plugins/bankbridge-money/bankbridge-plugin/skills/bankbridge/SKILL.md

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Nov 7, 2026
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Apache-2.0

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# BankBridge: questions about the user's real accounts

BankBridge is a remote MCP server at `https://bankbridge.money/api/mcp` that gives you read-only access to the user's connected bank, credit card and brokerage accounts. Every tool call fetches live data from the bank. Nothing can move money, pay a bill or place a trade.

## Setup

- If the BankBridge tools (`list_accounts`, `list_transactions`, ...) are not available, the user connects once: in Claude, add BankBridge from the Connectors Directory (https://claude.ai/directory/connectors/bankbridge) or this plugin's Connectors tab; in Claude Code, run `/mcp` and sign in. Other agents: https://bankbridge.money/docs
- If a result says `setup_required` or has a NO_CONNECTIONS notice, show the user the link in the result. It finishes the subscription or connects a bank. Pricing is $5 a month per connected bank, or $50 a year.

## Which tool for which question

| Question | Tool |
|---|---|
| Balances, account list, credit utilization | `list_accounts`, `get_account` |