Bank statement PDFs to checked transactions, plus a free offline check for transaction tables.
Connect Remote server
claude mcp add --transport http docfig https://mcp.docfig.com/mcp --header "Authorization: Bearer <YOUR_API_KEY>"
{
"mcpServers": {
"docfig": {
"url": "https://mcp.docfig.com/mcp",
"headers": {
"Authorization": "Bearer <YOUR_API_KEY>"
}
}
}
}
{
"servers": {
"docfig": {
"type": "http",
"url": "https://mcp.docfig.com/mcp",
"headers": {
"Authorization": "Bearer <YOUR_API_KEY>"
}
}
}
}
Settings > Connectors > Add custom connector
URL: https://mcp.docfig.com/mcp
Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.
Tools 4 found in our last check
check_transactionsCheck a bank or credit card statement's transactions table for errors. Free and offline: no API key, nothing is uploaded. Walks the running balance row by row and reports rows where the balance does not follow, swapped debit and credit columns, sign errors, duplicated or missing…
convert_statementConvert a bank or credit card statement (PDF, scanned PDF, or a JPG, PNG or HEIC photo) into transactions, with every row checked against the balances. Give file_url or file_base64. Returns the bank, period, totals, check status, flagged rows, the first transactions and Excel an…
combine_statementsConvert several statements (or reuse statement_ids from the last hour) and combine them into one set of accounts: finds missing months (gaps), overlapping periods, duplicated transactions (kept once) and balances that do not carry over. Returns the accounts, problems, counts and…
usagePages used and left this month for the DocFig API key, and when they reset.
Headers
| Name | Description |
|---|---|
AuthorizationOptional, secret | Bearer <your DocFig API key from https://docfig.com/api>. Not needed for check_transactions. |
Details
| Endpoint | https://mcp.docfig.com/mcp (Streamable HTTP) |
| Package | [email protected] (PYPI, stdio) |
| Package | [email protected] (NPM, stdio) |
| First published | 1 Nov 2026 |
| Last updated | 1 Nov 2026 |
| Registry name | com.docfig/docfig |
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