Statement to Budget
Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.
Sollte ich dies verwenden
Qualität und Sicherheit
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"bank-statement-converter": {
"url": "https://www.statementtobudget.com/api/mcp"
}
}
}Remote-Endpunkte
https://www.statementtobudget.com/api/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (3)
🟡convert_statement(filename, content_base64, password)
Upload a bank statement (PDF, CSV, XLS, XLSX, or OFX) as base64 and run AI extraction + categorisation. Returns a session_id plus access.level: "full" when an API key with credit was supplied, otherwise "preview" (5 sample rows, other rows masked) with an unlock_url a human can open to buy the full file for $4.99. Large statements can take 1-3 minutes; if status is "processing", poll get_job.
Eingabe-Schema
{
"type": "object",
"properties": {
"filename": {
"type": "string",
"description": "Original file name including extension"
},
"content_base64": {
"type": "string",
"description": "File bytes encoded as base64"
},
"password": {
"type": "string",
"description": "PDF password if the file is locked"
}
},
"required": [
"filename",
"content_base64"
]
}🟢get_job(session_id)
Poll a conversion job by session_id. Status is processing, complete, or error.
Eingabe-Schema
{
"type": "object",
"properties": {
"session_id": {
"type": "string"
}
},
"required": [
"session_id"
]
}🟢get_transactions(session_id)
Fetch categorised transactions and a spending summary for a completed session. Preview sessions return 5 sample rows, locked_rows (date, category, masked description) for the rest, and unlock_url.
Eingabe-Schema
{
"type": "object",
"properties": {
"session_id": {
"type": "string"
}
},
"required": [
"session_id"
]
}Community
Nachweis