Statement to Budget
Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.
Connect it
Settings → Connectors → Add custom connector
URL: https://www.statementtobudget.com/api/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://www.statementtobudget.com/api/mcp{
"mcpServers": {
"bank-statement-converter": {
"url": "https://www.statementtobudget.com/api/mcp",
"headers": {
"Authorization": "<YOUR_AUTHORIZATION>"
}
}
}
}claude mcp add --transport http bank-statement-converter https://www.statementtobudget.com/api/mcp --header "Authorization: <value>"{
"servers": {
"bank-statement-converter": {
"type": "http",
"url": "https://www.statementtobudget.com/api/mcp",
"headers": {
"Authorization": "<YOUR_AUTHORIZATION>"
}
}
}
}3 tools, verified live
convert_statementUpload 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.
get_jobPoll a conversion job by session_id. Status is processing, complete, or error.
get_transactionsFetch 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.
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