MCP server

Statement to Budget Official

com.statementtobudget.www/bank-statement-converter

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.

Website

At a glance

Type

MCP server

Publisher

statementtobudget.com (verified by the MCP Registry)

Status

Working at last check

Tools

3

Token cost

About 385 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http bank-statement-converter https://www.statementtobudget.com/api/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.bank-statement-converter]
url = "https://www.statementtobudget.com/api/mcp"

Gemini CLI

{"mcpServers":{"bank-statement-converter":{"httpUrl":"https://www.statementtobudget.com/api/mcp"}}}

Cursor

{"mcpServers":{"bank-statement-converter":{"url":"https://www.statementtobudget.com/api/mcp"}}}

VS Code

{"servers":{"bank-statement-converter":{"type":"http","url":"https://www.statementtobudget.com/api/mcp"}}}

Antigravity

agy mcp add bank-statement-converter https://www.statementtobudget.com/api/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"bank-statement-converter","server_url":"https://www.statementtobudget.com/api/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"bank-statement-converter","server_url":"https://www.statementtobudget.com/api/mcp"}

Tools

• convert_statement ~223 tokens
  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
• get_job ~63 tokens
  Poll a conversion job by session_id. Status is processing, complete, or error.
• get_transactions ~99 tokens
  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.

Browse

• PDF tools
• Spreadsheets

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Badge for your README

[![AptLynx](https://aptlynx.net/badge/com.statementtobudget.www/bank-statement-converter.svg)](https://aptlynx.net/servers/com.statementtobudget.www/bank-statement-converter)

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