list_accountsLABSCO SUMMARY
Live answers from your own accounts, with nothing kept between questions.
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.
What it is
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.
What you get
- 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
Requirements
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.
Setup effort
Build from source — get the source, then follow the project's own run instructions
USE CASES
01
Finding subscriptions you forgot about
Recurring charges come back with merchant, amount and frequency, and one merchant's history shows whether the price has crept up.
02
Explaining where a month went
Group spending by category, merchant or week, set it against income for the month, then read the transactions behind any line.
03
Checking the shape of a portfolio
Current positions with gain or loss, and the buys, sells, dividends and fees that produced them.
04
Chasing a charge that looks wrong
Search merchants by name, pull the transactions in a window by amount, and read that merchant's history to see whether the charge fits the pattern.
05
Taking stock of every account at once
Balances across all connected accounts, then the detail of any single one.
12 tools
Listed in project docs. Your client may show a different list.
get_accountlist_transactionssearch_transactionsget_spending_summaryget_recurring_chargesget_monthly_cashflowget_merchant_historylist_categorieslist_holdingslist_investment_transactionsconnect_bankBEFORE YOU INSTALL
What to know first
Tools you get
12 tools named in the project's documentation.
INSTALLATION
Connect your client
The command adds the entry to Claude Code for you; any other client needs an entry you write yourself.
Server setup
IN CLIENT
/plugin marketplace add bankbridge-money/bankbridge-plugin
/plugin install bankbridge
