Statement to Budget

Connect Remote server

claude mcp add --transport http bank-statement-converter https://www.statementtobudget.com/api/mcp --header "Authorization: Bearer <YOUR_API_KEY>"

{
  "mcpServers": {
    "bank-statement-converter": {
      "url": "https://www.statementtobudget.com/api/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

{
  "servers": {
    "bank-statement-converter": {
      "type": "http",
      "url": "https://www.statementtobudget.com/api/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://www.statementtobudget.com/api/mcp

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools 3 found in our last check

• convert_statement

  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…

• get_job

  Poll a conversion job by session_id. Status is processing, complete, or error.

• get_transactions

  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.

Headers

Details

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