claudecodex

bankbridge

Ask Claude Code anything about your finances. Read-only access to your bank accounts, transactions, and investment holdings.

2 on GitHubby Great Work LLCv0.5.3MITupdated 8 days ago
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Plugin bankbridge from marketplace bankbridge in bankbridge-money/bankbridge-plugin. Commands read from the repo's manifest — 7 days ago.

What it installs

Skills (1)

  • 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 for

Slash commands (19)

  • /bankbridge:balances

    Quick balance snapshot — every account, a rolling total, and credit utilization at a glance.

  • /bankbridge:budget-draft

    Draft a realistic monthly budget based on your actual last-3-months spending.

  • /bankbridge:cashflow-trend

    Multi-month cashflow trend — income, expenses, net, savings rate as a table + quick-read takeaways.

  • /bankbridge:category-deep-dive

    Pick a category, get every transaction in it plus patterns — frequency, top merchants, largest, weekly cadence.

  • /bankbridge:category-pie

    Pie chart of spending by category. Writes spending-pie.png (or falls back to ASCII if no plotting library).

  • /bankbridge:compare-months

    Side-by-side month comparison. Spot what changed, not just the totals.

  • /bankbridge:dividends

    Dividends received — YTD breakdown by ticker, run rate, and upcoming expected dividends where knowable.

  • /bankbridge:duplicate-check

    Find duplicate or suspicious transactions — same merchant + same amount within 48 hours.

  • /bankbridge:fraud-check

    Broader suspicious-transaction finder — duplicates, unfamiliar merchants, unusual amounts, off-hours charges.

  • /bankbridge:monthly-chart

    Plot a bar chart of your income vs expenses for the last 6 months. Writes cashflow.png.

  • /bankbridge:monthly-check

    Full monthly financial review — cashflow, top spending, subscriptions, investment delta.

  • /bankbridge:monthly-report

    Full written markdown report for a given month — narrative, not just tables. Meant for sharing or archiving.

  • /bankbridge:portfolio-health

    Portfolio health check — total value, gain/loss, concentration, and any single position > 20% of portfolio.

  • /bankbridge:price-creep

    Find recurring charges whose price has crept up over the last 12 months. Spot Netflix hikes before your credit card does.

  • /bankbridge:spending-by

    Flexible group-by. "/spending-by merchant last 90 days" or "/spending-by category march" — group and slice however you want.

  • /bankbridge:subscriptions

    Audit every recurring charge you're paying for. Flag small-ticket items you might have forgotten.

  • /bankbridge:tax-prep

    Export a year's worth of transactions to CSV, grouped by category. Useful for tax prep or bookkeeping.

  • /bankbridge:weekly-review

    Last 7 days at a glance — total spend, biggest charges, and anything new or unusual.

  • /bankbridge:year-in-review

    Spotify Wrapped for your money — full-year cashflow, spending rank, top merchants, recurring tax, and a few fun stats.

MCP servers (1)

  • bankbridge

    connects to: https://bankbridge.money/api/mcp

View source on GitHub bankbridge.money

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