Statement to Budget
Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.
我該用這個嗎
品質與安全性
根據工具定義與協定合規性的自動化分析。
上下文成本
這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高，可用於其他工作的注意力就越少。
安裝
一鍵安裝
將以下內容加入你的 `claude_desktop_config.json` 檔案：
{
"mcpServers": {
"bank-statement-converter": {
"url": "https://www.statementtobudget.com/api/mcp"
}
}
}遠端端點
https://www.statementtobudget.com/api/mcpstreamable-http它能做什麼
工具清單
工具（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 $9.99. Large statements can take 1-3 minutes; if status is "processing", poll get_job.
輸入結構描述
{
"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.
輸入結構描述
{
"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.
輸入結構描述
{
"type": "object",
"properties": {
"session_id": {
"type": "string"
}
},
"required": [
"session_id"
]
}社群
證據