Statement to Budget
com.statementtobudget.www/bank-statement-converterTurn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.
Score: 100/100
Handshake verified by our own probe.
Tools · 3
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, otherwi…
Poll a conversion job by session_id. Status is processing, complete, or error.
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.
How to use
Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://www.statementtobudget.com/api/mcp
Cursor or Cline: add to your MCP config:
{
"mcpServers": {
"statement_to_budget": {
"url": "https://www.statementtobudget.com/api/mcp",
"transport": "streamable-http"
}
}
}