io.github.theluckystrike/categorize-transactions

up checked 2026-11-11T09:39:35.800Z

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Publisher-provided description

Import a bank CSV, categorise it, summarise it per currency and reconcile it against your expenses.

Summary by lookupd

Imports bank CSV exports, categorises transactions, summarises spending per currency and reconciles debits against expense entries.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http categorize-transactions https://mcp.zovo.one/mcp/categorize-transactions

Codex, remote (streamable-http)

codex mcp add categorize-transactions --url https://mcp.zovo.one/mcp/categorize-transactions

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

{
  "mcpServers": {
    "categorize-transactions": {
      "url": "https://mcp.zovo.one/mcp/categorize-transactions"
    }
  }
}

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

Tools (15 tools)

Publisher-provided text

• statement_import Call this tool to read a bank CSV into the local ledger. Columns detected from headers (date, description, amount, currency, balance); amounts use the file's lo
• transactions_list List stored transactions in a date range, optionally for one account or category, or only the ones no rule has categorised yet. Totals are reported per currency
• transactions_search Find transactions whose description, counterparty, category or account contains the query. Case-insensitive substring search, never a regex, so a query with bra
• category_rules Read the category rules, or pass rules to REPLACE the whole list. A plain match is a substring; a regex compiles only if it cannot backtrack exponentially. An e
• transaction_categorize Set or clear the category on transactions by id, for a one-off no rule is worth writing for. Every id is checked first, so one unknown id refuses the whole call
• statement_summary What was spent/received in a date range per the BANK ACCOUNT, grouped by category, month, account or counterparty. For "what did I spend in August" once importe
• reconcile_expenses Match bank debits against mcp-expense-tracker entries: same currency and amount, date within a few days. Reports matches, unmatched bank lines, expenses never h
• recurring_detect Find charges that come back: debits grouped by counterparty and currency with a steady amount and interval, with cadence, typical amount, next due date and annu
• statement_export Export the BANK transactions of a date range (a month, a quarter, a year) as .csv or .json and return a download link valid for one hour. This is the tool for "
• accounts_list List the imported accounts: bank, currencies, transaction count, first and last date, and the closing balance when the file carried one. Start here for the acco
• license_status Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a fr
• license_activate Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong
• bank_upload Send a bank export to this hosted endpoint. There is no filesystem here, so instead of a path you upload the file once with bank_upload and then pass its name a
• bank_files List the statement files stored for your token, with their sizes.
• bank_delete_upload Delete one statement file stored for your token. The transactions already imported from it are kept; transactions_list and the summary still see them.

Details

• Version: 0.21.1
• Transports: streamable-http, stdio
• Uptime (7 days): 100%
• Median latency: 543 ms
• First indexed: 2026-11-01T09:57:06.282Z
• Last seen in registry: 2026-11-01T09:57:06.293Z
• Repository: https://github.com/theluckystrike/mcp-servers
• Website: https://mcp.zovo.one/s/bank-statement

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