MainBook Bank Statement Converter MCP MCP server

This MCP server converts PDF bank statements into validated JSON, Excel, or CSV formats. It performs balance validation to ensure totals reconcile with the original statement, flagging any discrepancies. Users can run it locally via terminal or connect to the hosted endpoint, supporting authentication via browser sign-in or API keys for CI/CD pipelines.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

No sign-inEndpoint checked 2026-10-05Operated by MainBook Solutions

MCP endpoint (Streamable HTTP)

https://mcp.mainbook.ai/mcp

Vendor documentation

What you can do with it

Convert PDF bank statements to checked Excel or CSV
Validate transaction totals against statement balances
Extract structured JSON data from financial documents

Tools advertised by the last live check:

convert_bank_statement
get_balance
list_conversions
get_conversion

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http mainbook-bank-statement-converter-mcp https://mcp.mainbook.ai/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add mainbook-bank-statement-converter-mcp --url https://mcp.mainbook.ai/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable mainbook-bank-statement-converter-mcp in your MCP settings.

Cursor configuration

{
  "mcpServers": {
    "mainbook-bank-statement-converter-mcp": {
      "url": "https://mcp.mainbook.ai/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "mainbook-bank-statement-converter-mcp": {
      "type": "streamableHttp",
      "url": "https://mcp.mainbook.ai/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start mainbook-bank-statement-converter-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "mainbook-bank-statement-converter-mcp": {
      "type": "http",
      "url": "https://mcp.mainbook.ai/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http mainbook-bank-statement-converter-mcp https://mcp.mainbook.ai/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

{
  "mcpServers": {
    "mainbook-bank-statement-converter-mcp": {
      "url": "https://mcp.mainbook.ai/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "mainbook-bank-statement-converter-mcp": {
      "serverUrl": "https://mcp.mainbook.ai/mcp"
    }
  }
}

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