RemoteFree server, account needed

Statement to Budget MCP server

com.statementtobudget.www/bank-statement-converter

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

Install Statement to Budget in Claude Code

Claude Code
claude mcp add --transport http statement-to-budget https://www.statementtobudget.com/api/mcp
mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)
{
  "mcpServers": {
    "statement-to-budget": {
      "url": "https://www.statementtobudget.com/api/mcp"
    }
  }
}

Frequently asked questions

What does the Statement to Budget MCP server do?

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

Is the Statement to Budget MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does Statement to Budget run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add Statement to Budget to Claude Code?

Run: claude mcp add --transport http statement-to-budget https://www.statementtobudget.com/api/mcp

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