Koskamo

theluckystrike MCP Bank Statement

Import bank CSV exports, categorise transactions, total them by category or month, match expenses, and detect recurring charges. It supports multiple bank formats and allows reconciliation against an expense log.

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Endpoint and access

No sign-in to connect and list tools. Individual tools may still need a vendor account, credentials, or permissions; check the documented prerequisites.

theluckystrike MCP Bank Statement logo, by theluckystrikeCommunity listingStreamable HTTPNo sign-inEndpoint checked 2026-11-07Published by theluckystrike
MCP endpoint (Streamable HTTP)
https://mcp.zovo.one/mcp/bank-statement
Vendor documentation

What its tools do

15 tools, grouped by the hints the server advertises. Hints are self-declared, not verified behavior.

Read-only (7)

Can change data (8)

15 of 15 have a description · 15 of 15 declare behavior hints · 11 of 12 with parameters document them all

Checks and signals

Each line is separate evidence, not a trust score.

  • Passed Endpoint answered the live check ·
  • Availability 1 of 1 checks passed in 30 days

What you can do with it

  • Import bank CSV and categorise transactions
  • Summarise spend by category and currency
  • Match bank lines against expense ledger
  • Detect recurring subscription charges

Source and maintenance

Community listingRegistry 0.23.0
mcp-registry: io.github.theluckystrike/bank-statement-csv-categorize-reconcile-ledger@0.23.0Source repositoryProject website
Maintenance checked

Protocol and capabilities

Server
mcp-bank-statement 0.22.6
MCP protocol negotiated in check
2025-11-25
Tools
15 advertised
Resources
2 advertised
Resource templates
0 advertised
Prompts
2 advertised
Server-advertised capabilities
{
  "tools": {
    "listChanged": true
  },
  "prompts": {
    "listChanged": true
  },
  "resources": {
    "listChanged": true
  }
}

Server-provided instructions

Untrusted server output shown for inspection. It is not Koskamo guidance and is excluded from knowledge search.

Bank transaction analysis from CSV bank exports. It covers importing statements, searching transactions, categorising them by rules or one by one, spending and income totals by category, month, account or counterparty, matching bank debits to recorded expenses, subscriptions and recurring charges, and CSV or JSON exports. McpStamp's hosted service has no file system, so exports arrive as text, base64 uploads or public URLs; PDF statements are refused. Transactions are stored per user account. The free tier allows 5 category rules and shorter date windows. One lifetime key unlocks this server and all 58 others: https://mcp.zovo.one/buy/bundle?src=instr.bank-statement

Tools

15 advertised

statement_import — Import a bank CSV
Advertised by the server during the last successful anonymous check.

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 locale; stored lines skipped. Returns detected/stored/skipped.

statement_import input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "path"
  ],
  "properties": {
    "bank": {
      "enum": [
        "auto",
        "revolut",
        "wise",
        "mbank",
        "pko",
        "ing",
        "n26",
        "generic"
      ],
      "type": "string",
      "description": "Bank profile. Default \"auto\": the headers decide. \"generic\" skips profile detection and uses the header heuristics alone"
    },
    "path": {
      "type": "string",
      "maxLength": 4096,
      "description": "Name of a statement uploaded with bank_upload"
    },
    "account": {
      "type": "string",
      "maxLength": 120,
      "description": "Name for this account, e.g. \"business EUR\". Default: the file name without its extension. Later imports of the same account are deduplicated against it"
    },
    "currency": {
      "type": "string",
      "pattern": "^[A-Za-z]{3}$",
      "description": "Currency for rows where the file names none. Defaults to the shared business profile's default_currency, else EUR; the response says which it used"
    },
    "overwrite": {
      "type": "boolean",
      "description": "Delete every transaction already stored for this account before importing, instead of merging. Use it when the bank reissued a corrected export"
    }
  },
  "additionalProperties": false
}
statement_import annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
transactions_list — List transactions
Advertised by the server during the last successful anonymous check.
Advertised read-only

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 and never added across currencies.

transactions_list input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "to": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date YYYY-MM-DD, inclusive. Default: today"
    },
    "from": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date YYYY-MM-DD, inclusive. Default: the start of the current month"
    },
    "limit": {
      "type": "integer",
      "maximum": 1000,
      "minimum": 1,
      "description": "Rows returned, default 200. Totals always cover the whole range"
    },
    "account": {
      "type": "string",
      "maxLength": 120,
      "description": "Limit to one account, as named at import"
    },
    "category": {
      "type": "string",
      "maxLength": 500,
      "description": "Only transactions in this category"
    },
    "uncategorized": {
      "type": "boolean",
      "description": "Only transactions with no category yet"
    }
  },
  "additionalProperties": false
}
transactions_list annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
transactions_search — Search transactions
Advertised by the server during the last successful anonymous check.
Advertised read-only

Find transactions whose description, counterparty, category or account contains the query. Case-insensitive substring search, never a regex, so a query with brackets in it cannot hang the server.

transactions_search input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "to": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date, inclusive"
    },
    "from": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date, inclusive"
    },
    "limit": {
      "type": "integer",
      "maximum": 500,
      "minimum": 1,
      "description": "Rows returned, default 100"
    },
    "query": {
      "type": "string",
      "maxLength": 200,
      "description": "Text to look for, e.g. \"spotify\" or \"acme\""
    }
  },
  "additionalProperties": false
}
transactions_search annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
category_rules — Set or list category rules
Advertised by the server during the last successful anonymous check.

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 empty match is refused. Free: 5 rules.

category_rules input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "rules": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "match",
          "category"
        ],
        "properties": {
          "match": {
            "type": "string",
            "maxLength": 200,
            "description": "Text to look for in the counterparty or description, e.g. \"spotify\""
          },
          "regex": {
            "type": "boolean",
            "description": "Treat match as a regular expression. A pattern that can backtrack exponentially is refused and used as a substring instead"
          },
          "category": {
            "type": "string",
            "maxLength": 120,
            "description": "Category to set, e.g. \"software\""
          }
        },
        "additionalProperties": false
      },
      "description": "The complete rule list; it replaces the stored one. Omit to list the current rules"
    },
    "reapply_all": {
      "type": "boolean",
      "description": "Also overwrite categories set by an earlier rule or by hand. Default false: only uncategorised transactions are touched"
    }
  },
  "additionalProperties": false
}
category_rules annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
transaction_categorize — Categorise transactions by id
Advertised by the server during the last successful anonymous check.

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. category_rules matches by text instead.

transaction_categorize input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ids",
    "category"
  ],
  "properties": {
    "ids": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 64
      },
      "minItems": 1,
      "description": "Transaction ids, as returned by transactions_list or transactions_search"
    },
    "category": {
      "type": "string",
      "maxLength": 120,
      "description": "Category to set. Pass an empty string to clear it"
    }
  },
  "additionalProperties": false
}
transaction_categorize annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
statement_summary — What I spent, from the bank account
Advertised by the server during the last successful anonymous check.
Advertised read-only

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 imported. Totals are per currency, never summed or converted.

statement_summary input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "to": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date, inclusive. Default: today"
    },
    "top": {
      "type": "integer",
      "maximum": 200,
      "minimum": 1,
      "description": "Groups returned per currency, largest net first. Default 25"
    },
    "from": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date, inclusive. Default: the start of the current month"
    },
    "account": {
      "type": "string",
      "maxLength": 120,
      "description": "Limit the summary to one account"
    },
    "group_by": {
      "enum": [
        "category",
        "month",
        "account",
        "counterparty"
      ],
      "type": "string",
      "description": "Default category"
    }
  },
  "additionalProperties": false
}
statement_summary annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
reconcile_expenses — Reconcile against the expense ledger
Advertised by the server during the last successful anonymous check.

Match bank debits against mcp-expense-tracker entries: same currency and amount, date within a few days. Reports matches, unmatched bank lines, expenses never hitting the bank. Read-only. Free: 31 days; Pro: any range.

reconcile_expenses input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "from",
    "to"
  ],
  "properties": {
    "to": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date, inclusive"
    },
    "from": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date, inclusive"
    },
    "account": {
      "type": "string",
      "maxLength": 120,
      "description": "Limit to one bank account"
    },
    "window_days": {
      "type": "integer",
      "maximum": 31,
      "minimum": 0,
      "description": "Allowed gap between the expense date and the bank date, default 3. A card payment usually settles a day or two after the receipt"
    }
  },
  "additionalProperties": false
}
reconcile_expenses annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
recurring_detect — Subscriptions and recurring charges in the bank data
Advertised by the server during the last successful anonymous check.

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 annual cost. Free: 3 months, 5 charges.

recurring_detect input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "months": {
      "type": "integer",
      "maximum": 60,
      "minimum": 1,
      "description": "How far back to look, default 3. Two occurrences are enough to see a cadence, three make it certain"
    },
    "account": {
      "type": "string",
      "maxLength": 120,
      "description": "Limit to one account"
    },
    "min_occurrences": {
      "type": "integer",
      "maximum": 24,
      "minimum": 2,
      "description": "Occurrences required before a charge counts as recurring, default 2"
    }
  },
  "additionalProperties": false
}
recurring_detect annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
statement_export — Export bank transactions to a file
Advertised by the server during the last successful anonymous check.
Advertised read-only

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 "export September" once a statement has been imported. Nothing partial is ever written.

statement_export input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "from",
    "to",
    "format",
    "path"
  ],
  "properties": {
    "to": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date, inclusive"
    },
    "from": {
      "type": "string",
      "maxLength": 10,
      "description": "ISO date, inclusive"
    },
    "path": {
      "type": "string",
      "maxLength": 4096,
      "description": "Name for the downloaded file, e.g. september. It comes back as a download link valid for one hour"
    },
    "format": {
      "enum": [
        "csv",
        "json"
      ],
      "type": "string",
      "description": "csv for a spreadsheet, json for a program"
    },
    "account": {
      "type": "string",
      "maxLength": 120,
      "description": "Limit to one account"
    },
    "category": {
      "type": "string",
      "maxLength": 500,
      "description": "Limit to one category"
    }
  },
  "additionalProperties": false
}
statement_export annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
accounts_list — List accounts
Advertised by the server during the last successful anonymous check.
Advertised read-only

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 account names transactions_list and statement_export take.

accounts_list input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
accounts_list annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
license_status — License status
Advertised by the server during the last successful anonymous check.
Advertised read-only

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 free-tier refusal. No arguments, nothing changes.

license_status input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
license_status annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
license_activate — Activate license
Advertised by the server during the last successful anonymous check.

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 or expired key changes nothing. license_status confirms it.

license_activate input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "key"
  ],
  "properties": {
    "key": {
      "type": "string",
      "description": "License key from checkout, MCPL1.<payload>.<signature>"
    }
  },
  "additionalProperties": false
}
license_activate annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
bank_upload — Upload a bank statement file
Advertised by the server during the last successful anonymous check.
Advertised destructive

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 as `path` to statement_import. Give exactly one of content (the export as text, header row included - this is the normal case for a CSV), content_base64 (the file's bytes, which keeps a UTF-16 export from Excel readable) or url. url: fetch a public file instead of pasting base64 (recommended above about 10 KB): the url is fetched here with a 10 second timeout, at most 3 redirects, public http(s) hosts only, and a 1 MB cap; the fetched file has to be delimited text, so a PDF statement is refused rather than stored. Uploads are kept for your token between calls; bank_files lists them and bank_delete_upload removes one. The request body cap is 256 KB, so a large export pasted as text has to be split by month.

bank_upload input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name"
  ],
  "properties": {
    "url": {
      "type": "string",
      "description": "url: fetch a public file instead of pasting base64 (recommended above about 10 KB). Public http(s) only; private, link-local and this endpoint's own zone are refused"
    },
    "name": {
      "type": "string",
      "maxLength": 70,
      "minLength": 1,
      "description": "Name to refer to this statement by: 1-64 characters of letters, digits, underscore or dash, e.g. \"september\""
    },
    "content": {
      "type": "string",
      "description": "The export as text, including the header row"
    },
    "content_base64": {
      "type": "string",
      "description": "The file's bytes, base64-encoded, instead of text"
    }
  },
  "additionalProperties": false
}
bank_upload annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": true
}
bank_files — List uploaded statements
Advertised by the server during the last successful anonymous check.
Advertised read-only

List the statement files stored for your token, with their sizes.

bank_files input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
bank_files annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
bank_delete_upload — Delete an uploaded statement
Advertised by the server during the last successful anonymous check.
Advertised destructive

Delete one statement file stored for your token. The transactions already imported from it are kept; transactions_list and the summary still see them.

bank_delete_upload input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 70,
      "minLength": 1
    }
  },
  "additionalProperties": false
}
bank_delete_upload annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": true
}

Prompts

2 advertised

monthly_review — Monthly bank review

Advertised by the server during the last successful anonymous check.

Review a month of bank activity: totals, uncategorised lines, recurring charges and anything the expense ledger has no receipt for.

month
YYYY-MM, default the current month
upgrade_to_pro — Explain the upgrade

Advertised by the server during the last successful anonymous check.

Explain what Pro on the bank-statement server costs and exactly what the user has to do, without leaving the conversation.

feature
The capped feature that prompted this, if there was one

Resources

2 advertised

current-month — This month's bank activity

Advertised by the server during the last successful anonymous check.

Money in, money out and the net for the current calendar month so far, grouped by category, per currency.

current-month URI
bank://month

MIME type: application/json

pricing — Pricing and upgrade

Advertised by the server during the last successful anonymous check.

What bank-statement costs, what Pro unlocks, the checkout link that carries this connection's token, and the one step a person has to take. Machine-readable; read it before telling a user how to lift a free-tier cap.

pricing URI
pricing://bank-statement

MIME type: application/json

90-day uptime

A lightweight connection check about every six hours, sampled on hosts with many listings. It shows the server answered, not that its tools work.

Too few checks for a percentage yet (1 of 1 answered).

  1. 2026-11-07: 1 of 1 checks answered

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
548 ms
95th percentile latency
548 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 548 ms · metadata changed · 15 tool(s), 2 resource(s), 0 resource template(s), 2 prompt(s)

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 the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http mcp-bank-statement https://mcp.zovo.one/mcp/bank-statement

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 mcp-bank-statement --url https://mcp.zovo.one/mcp/bank-statement

Cursor

Merge this server into .cursor/mcp.json in your project, then enable mcp-bank-statement in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "mcp-bank-statement": {
      "url": "https://mcp.zovo.one/mcp/bank-statement"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "mcp-bank-statement": {
      "type": "streamableHttp",
      "url": "https://mcp.zovo.one/mcp/bank-statement",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start mcp-bank-statement and inspect its tools.
VS Code configuration
{
  "servers": {
    "mcp-bank-statement": {
      "type": "http",
      "url": "https://mcp.zovo.one/mcp/bank-statement"
    }
  }
}

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 mcp-bank-statement https://mcp.zovo.one/mcp/bank-statement

Claude Desktop

Open Claude Settings > Connectors > Add custom connector, enter this server URL and enable it for the conversation. This is a manual remote-connector handoff, not a desktop JSON configuration.
Claude Desktop configuration
https://mcp.zovo.one/mcp/bank-statement

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "mcp-bank-statement": {
      "serverUrl": "https://mcp.zovo.one/mcp/bank-statement"
    }
  }
}

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