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MCP-Server

Statement to Budget

com.statementtobudget.www/bank-statement-converter
Daten & Analytik Finanzen & Investieren Öffentlich und erreichbar MCP 2026-07-28

Was dieses MCP kann

Converts bank statement files into categorized transactions and spending summaries, with preview or full-result access depending on payment or authorization.

Funktionen

Tools

3 Tools
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 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.
Eingabeschema 
{'type': 'object', 'required': ['filename', 'content_base64'], 'properties': {'filename': {'type': 'string', 'description': 'Original file name including extension'}, 'password': {'type': 'string', 'description': 'PDF password if the file is locked'}, 'content_base64': {'type': 'string', 'description': 'File bytes encoded as base64'}}}
get_job
Poll a conversion job by session_id. Status is processing, complete, or error.
Eingabeschema 
{'type': 'object', 'required': ['session_id'], 'properties': {'session_id': {'type': 'string'}}}
get_transactions
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.
Eingabeschema 
{'type': 'object', 'required': ['session_id'], 'properties': {'session_id': {'type': 'string'}}}
Verlauf

Letzte Tool-Änderungen

Geändert
convert_statement
29. September 2026 03:03
Hinzugefügt
get_transactions
17. September 2026 12:37
Hinzugefügt
get_job
17. September 2026 12:37
Hinzugefügt
convert_statement
17. September 2026 12:37
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