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Statement to Budget

by www.statementtobudget.com · remote · no sign-in to list tools · v1.1.0 · published by com.statementtobudget.www

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

Changes · 1
CompareRegistry entry

3 tools: 1 change things and 2 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

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

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

3 tools

Changes things 1Claude Code: ask
  • convert_statementUpload a bank statement (PDF, CSV, XLS, XLSX, or OFX) as base64 and run AI extraction + categorisation.No findings

    Why it is in this group

    • The name "convert_statement" says "convert": a word for a change.
    Description, as the server wrote it
    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 $9.99. Large statements can take 1-3 minutes; if status is "processing", poll get_job.
Only reads 2Claude Code: allow
  • get_jobPoll a conversion job by session_id.No findings

    Why it is in this group

    • The name "get_job" says "get": a word for reading.
    Description, as the server wrote it
    Poll a conversion job by session_id. Status is processing, complete, or error.
  • get_transactionsFetch categorised transactions and a spending summary for a completed session.No findings

    Why it is in this group

    • The name "get_transactions" says "get": a word for reading.
    Description, as the server wrote it
    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.

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.1.0. Values in angle brackets are yours to fill in.

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

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__bank-statement-converter__get_job",
      "mcp__bank-statement-converter__get_transactions"
    ],
    "ask": [
      "mcp__bank-statement-converter__convert_statement"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as bank-statement-converter. Review it before you use it.