Statement to Budget MCP MCP server

A remote MCP server that processes bank statements in various formats (PDF, CSV, XLSX, OFX) to extract transactions, categorize them, and provide spending summaries. It supports password-protected and scanned documents, offering both masked previews and full data access depending on authentication and pricing tiers.

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 Statement to Budget

MCP endpoint (Streamable HTTP)

https://www.statementtobudget.com/api/mcp

Vendor documentation

What you can do with it

Convert bank statement PDFs into categorized transactions
Extract transaction details from CSV or XLSX files
Generate spending summaries from financial data
Analyze scanned bank statements for budget insights

Tools advertised by the last live check:

convert_statement
get_job
get_transactions

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 statement-to-budget-mcp https://www.statementtobudget.com/api/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 statement-to-budget-mcp --url https://www.statementtobudget.com/api/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable statement-to-budget-mcp in your MCP settings.

Cursor configuration

{
  "mcpServers": {
    "statement-to-budget-mcp": {
      "url": "https://www.statementtobudget.com/api/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": {
    "statement-to-budget-mcp": {
      "type": "streamableHttp",
      "url": "https://www.statementtobudget.com/api/mcp",
      "disabled": false
    }
  }
}

VS Code

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

VS Code configuration

{
  "servers": {
    "statement-to-budget-mcp": {
      "type": "http",
      "url": "https://www.statementtobudget.com/api/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 statement-to-budget-mcp https://www.statementtobudget.com/api/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": {
    "statement-to-budget-mcp": {
      "url": "https://www.statementtobudget.com/api/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": {
    "statement-to-budget-mcp": {
      "serverUrl": "https://www.statementtobudget.com/api/mcp"
    }
  }
}

See all 1,583

Do you run Statement to Budget MCP?

Prove ownership with a DNS record, a well-known file, or your Official MCP Registry entry, and your edits publish immediately. Proofs are re-checked weekly; admins can still hide or remove a listing.

Claim this listing