Statement to Budget MCP Server

by statementtobudget-www Your server? Claim it

answering

Statement to Budget is answering right now. Last checked moments ago. It exposes 3 tools.

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

Uptime history 13 days of history · worst day 99%

13 days agonow

100.0%

Uptime 24h

92 of 92 checks

Tools

read from the server

304 ms

Response time

average over 24h

open, no key

Access

streamable-http

Nothing serious here today

Today is the operative word: we check Statement to Budget every 15 minutes and re-read its code on every release. Watch it and you find out the day that stops being true.

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 0 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

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

~/Library/Application Support/Claude/claude_desktop_config.json

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

~/.codex/config.toml

[mcp_servers.bank-statement-converter]
url = "https://www.statementtobudget.com/api/mcp"

.cursor/mcp.json

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

.vscode/mcp.json

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

Available tools 3

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

convert

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 $4.99. Large statements can take 1-3 minutes; if status is "processing", poll get_job.

job

get_job

Poll a conversion job by session_id. Status is processing, complete, or error.

transactions

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.

Endpoints

URL	Transport	State	Latency	Checked
https://www.statementtobudget.com/api/mcp	streamable-http	answering	382 ms	0 min ago

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answering

Statement to Budget — questions

Answers built from our own checks of this server.

What can Statement to Budget do?

It exposes 3 tools, read directly from the server on our last check. Among them: convert_statement, get_job, get_transactions. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →

Is Statement to Budget working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 92 of 92 checks got a reply (100.0%), average response time 304 ms. The bar chart above shows every period we have measured.

How do I connect Statement to Budget?

Copy the ready config from this page — we generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each with the file path that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.

Does Statement to Budget need an API key?

No. Statement to Budget completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 3 of them are readable on this page. This is what we observed, not what the docs claim.

How fast is Statement to Budget?

It answers our handshake in 304 ms on average, which is faster than 49% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.