KitScout

Categories › Business & Finance › Accounting & invoicing

BankBridge

MCP serverVerified domain · bankbridge.moneyRemote● LiveAPI key needed

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

Install

Remote server: your requests and data go to bankbridge.money. Claude Code: claude mcp add --transport http bankbridge https://bankbridge.money/api/mcp · Claude app: Settings → Connectors → Add custom connector.

What it can do

The tools this server listed when we connected to it, in its own words.

  • list_accounts — List every connected account (checking, savings, credit card, loan, investment) with live balances, credit limits, institution, and last 4 d
  • 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
  • list_transactions — List transactions across connected accounts, newest first, with optional filters for date range, account, category, amount, and pending stat
  • search_transactions — Search transactions by merchant name or bank description (case-insensitive substring match), newest first. Default window is the last 30 day
  • get_spending_summary — Total posted spending (positive amounts only) grouped by category, merchant, month, or week, largest first, with transaction count and avera
  • get_recurring_charges — Find recurring charges such as subscriptions and bills by grouping charges per merchant and detecting a steady weekly, biweekly, monthly, qu
  • 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. Pend
  • get_merchant_history — Charge history for one merchant (case-insensitive substring match on merchant name or description): charge count, total spent, average amoun
  • list_categories — List the spending categories that appear in the user's transactions, with transaction count and net dollar total per category, largest first
  • list_holdings — List current investment positions (ticker, name, quantity, price, market value, cost basis, gain/loss) across connected investment accounts,
  • list_investment_transactions — List investment account activity (buys, sells, dividends and other cash events, fees, transfers), newest first, with ticker, quantity, price
  • 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

KitScout test notes

Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.

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