Statement to Budget
Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.
Should I use this
Quality & Safety
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"bank-statement-converter": {
"url": "https://www.statementtobudget.com/api/mcp"
}
}
}Remote endpoints
https://www.statementtobudget.com/api/mcpstreamable-httpWhat it can do
Tool inventory
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.
Input 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.
Input 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.
Input Schema
{
"type": "object",
"properties": {
"session_id": {
"type": "string"
}
},
"required": [
"session_id"
]
}Community
Evidence