com.statementtobudget.www/bank-statement-converter

up checked 2026-11-11T00:38:31.565Z

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Publisher-provided title

Statement to Budget

Publisher-provided description

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

Summary by lookupd

Converts bank statements in PDF, CSV, XLSX or OFX into categorised transactions and a spending summary, with job polling.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

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

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (3 tools)

Publisher-provided text

• 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 A
• 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 descri

Details

• Version: 1.1.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 367 ms
• First indexed: 2026-11-01T08:58:38.348Z
• Last seen in registry: 2026-11-01T08:58:38.348Z
• Website: https://statementtobudget.com/for-agents

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• Last crawl: 2026-11-11T15:38:39.561Z
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• MCP URL: https://api.lookupd.com/mcp