A command that exports one year of transactions to a CSV file, grouped by category. CSV is a plain table format that can be opened in spreadsheet and bookkeeping tools.

Preparing transaction records for taxes or bookkeeping and reviewing spending by category.

It turns a year's transactions into an organised file, reducing manual sorting for tax preparation or bookkeeping.

tax-prep — Command for Claude Code by bankbridge-money

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo

git clone --depth 1 https://github.com/bankbridge-money/bankbridge-plugin

Made for: Claude Code.

Or install bankbridge, the plugin that ships this one along with the rest of its 1 skill, 19 commands, 2 MCP servers.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/commands/bankbridge-money/bankbridge-plugin/tax-prep/github.svg)](https://agentmods.dev/commands/bankbridge-money/bankbridge-plugin/tax-prep)

Your own site

<a href="https://agentmods.dev/commands/bankbridge-money/bankbridge-plugin/tax-prep"><img src="https://agentmods.dev/badge/commands/bankbridge-money/bankbridge-plugin/tax-prep/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/commands/bankbridge-money/bankbridge-plugin/tax-prep"><img src="https://agentmods.dev/badge/commands/bankbridge-money/bankbridge-plugin/tax-prep.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 20 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.

When invoked 320 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00020	$0.00320
Opus 5.5	$0.00008	$0.00128
Sonnet 5.5	$0.00004	$0.00064
Haiku 4.5	$0.00002	$0.00032

Measured 25d ago against content hash e2b616195c38, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

tax-prep scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 25d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

commands/tax-prep.md · 32 lines

What it actually says

You have access to BankBridge MCP tools. The user wants a year's worth of transaction data in CSV form.

$ARGUMENTS is the year (e.g. 2025). If not provided, use the most recently completed calendar year.

Steps:

Call list_transactions with start_date: "<year>-01-01", end_date: "<year>-12-31", paginating if needed until has_more is false.
Write the results to transactions-<year>.csv with columns: date,account_id,merchant,category,amount_cents,pending
Also write summary-<year>.csv with columns: category,total_cents,count from get_spending_summary with group_by: "category" for the full year.

Output:

Wrote:
  transactions-<year>.csv  (N rows)
  summary-<year>.csv       (M categories)

Top 5 categories:
1. <cat>  $X
2. <cat>  $X
...

BankBridge's amount convention: positive = expense, negative = income/refund. Preserve that in the CSV — don't invert. If writing to a file isn't possible in the current environment, print the CSV content to stdout so the user can redirect it themselves.

Relay any warnings from tool calls before writing.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

25d ago Changed e2b616195c38
1mo ago First seen · 32 lines · 20 tokens per session scan A 43e5487fb8bb

Subscribe to this mod's changes

tax-prep is a command published in the GitHub repository bankbridge-money/bankbridge-plugin (0 stars, last pushed 18d ago), licensed MIT. It adds 20 tokens to every session and 320 once invoked, about $0.0001 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Claude Code Documents Finance and fintech Spreadsheets ai-agents banking claude mcp mcp-server

tax-prep

Getting it into your agent

Wrote this? Show the measurements

What it costs to keep this loaded

Grade A, and why

Nothing flagged

What it actually says

What this file has done since we first saw it

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expense-report