Every question re-fetches from the bank rather than reading a cached copy, which is the trade it makes for storing none of your transaction history. Access is read-only by construction, and the service is a paid subscription priced per connected bank.
A service that connects your bank and brokerage accounts to an MCP client and answers questions about them. Twelve tools cover balances, transactions, spending, recurring charges, cashflow and investments, and all twelve read: it moves no money, changes no passwords and places no trades. It also keeps no copy of your transactions — every question fetches from the bank at the moment it is asked.
- Every connected account with its current balance, and the full detail of any single one
- Transactions filtered by date range, amount, category, account or pending status
- Substring search across merchant names and descriptions
- Spending grouped by category, merchant, month or week for any window you name
- Recurring charges detected for you, with merchant, amount and frequency
- Income against expenses for a month, with the top sources
- One merchant's full charge history with statistics
- Investment positions with gain and loss, and the buys, sells, dividends and fees behind them
- A guided bank-connect flow when no bank is linked yet
A BankBridge account, at least one bank linked through Plaid, and the API token from your dashboard pasted into the client. It is a paid subscription, priced per connected bank, with no free tier. Access is read-only and revocable: cancelling removes the bank access from their servers.