Statement to Budget
Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.
使うべきか
品質と安全性
ツール定義とプロトコルへの準拠に関する自動分析に基づいています。
コンテキストコスト
これは、サーバーのツールがモデルのコンテキストに読み込まれるたびに消費されるおおよそのトークン数です。数が多いほど、ほかのタスクに使える注意が減ります。
インストール
ワンクリックインストール
これを `claude_desktop_config.json` ファイルに追加してください:
{
"mcpServers": {
"bank-statement-converter": {
"url": "https://www.statementtobudget.com/api/mcp"
}
}
}リモートエンドポイント
https://www.statementtobudget.com/api/mcpstreamable-httpできること
ツール一覧
ツール（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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"type": "object",
"properties": {
"session_id": {
"type": "string"
}
},
"required": [
"session_id"
]
}コミュニティ
エビデンス