money.bankbridge/server

up checked 2026-11-11T10:38:28.800Z

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Publisher-provided title

BankBridge

Publisher-provided description

Works in any MCP agent, including local models. Read-only bank accounts, spending, investments.

Summary by lookupd

Read-only access to bank accounts, transactions, spending, recurring charges, and investment holdings across connected institutions.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http server https://bankbridge.money/api/mcp

Codex, remote (streamable-http)

codex mcp add server --url https://bankbridge.money/api/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "server": {
      "url": "https://bankbridge.money/api/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (12 tools)

Publisher-provided text

• list_accounts List every connected account (checking, savings, credit card, loan, investment) with live balances, credit limits, institution, and last 4 digits. Each account'
• get_account Get one account's live details (balances, credit limit, type, institution, last 4 digits) by its account id from list_accounts. The response includes a `warning
• list_transactions List transactions across connected accounts, newest first, with optional filters for date range, account, category, amount, and pending status. Positive amounts
• search_transactions Search transactions by merchant name or bank description (case-insensitive substring match), newest first. Default window is the last 30 days. Paginated with li
• get_spending_summary Total posted spending (positive amounts only) grouped by category, merchant, month, or week, largest first, with transaction count and average per group. Defaul
• get_recurring_charges Find recurring charges such as subscriptions and bills by grouping charges per merchant and detecting a steady weekly, biweekly, monthly, quarterly, or yearly i
• get_monthly_cashflow Income, expenses, and net for one calendar month across connected accounts, with the top 5 income sources and top 5 expense categories. Pending transactions are
• get_merchant_history Charge history for one merchant (case-insensitive substring match on merchant name or description): charge count, total spent, average amount, first and last ch
• list_categories List the spending categories that appear in the user's transactions, with transaction count and net dollar total per category, largest first. Default window is
• list_holdings List current investment positions (ticker, name, quantity, price, market value, cost basis, gain/loss) across connected investment accounts, largest value first
• list_investment_transactions List investment account activity (buys, sells, dividends and other cash events, fees, transfers), newest first, with ticker, quantity, price, and amount. Divide
• connect_bank Get a link for connecting a new bank account to BankBridge, plus reconnect links for any already-connected bank that needs re-authorization or whose consent exp

Details

• Version: 1.0.4
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 350 ms
• First indexed: 2026-11-01T10:07:31.276Z
• Last seen in registry: 2026-11-06T08:17:29.899Z
• Repository: https://github.com/bankbridge-money/bankbridge-plugin
• Website: https://bankbridge.money

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