DocFig

com.docfigPublished by docfig.comOfficial publisherv0.2.0Updated Nov 1, 2026

Bank statement PDFs to checked transactions, plus a free offline check for transaction tables.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

DocFig turns bank and credit card statement PDFs or photos into checked transactions, and offers a free offline check of existing transaction tables.

What you can do
  • Check a transaction table for errors: running-balance breaks, swapped debit/credit columns, sign errors, duplicates and missing rows
  • Convert a statement PDF, scanned PDF or phone photo into transactions with totals and flagged rows, returning Excel and CSV download links
  • Combine several statements into one account view, finding missing months, overlapping periods, duplicated transactions and balances that do not carry over
  • Report pages used and remaining this month for the API key
When to use it
Useful when reconciling personal or business accounts: verifying a spreadsheet of transactions before trusting it, extracting transactions from statement PDFs or photos, or merging months of statements to spot gaps and duplicates.
Requirements
Works as a remote endpoint or as a local process via uvx (PyPI docfig) or npx (npm docfig-api). Converting and combining statements needs a DocFig API key, supplied as DOCFIG_API_KEY or an Authorization bearer header; a free key covers 100 pages a month. The offline check needs no key.
Before you install
Statement files are uploaded to DocFig for conversion and combining, so financial data leaves the machine; the offline check does not upload anything. The API key is a secret and is not needed for the offline check. Download links work without a key for one hour, so share them only with people allowed to see the statement.

Installation

In SourceWeft

  1. Open DocFig in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.docfig%2Fdocfig/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "docfig": {
      "type": "http",
      "url": "https://mcp.docfig.com/mcp"
    }
  }
}

Tools

4

check_transactions

Check a transactions table

Check a bank or credit card statement's transactions table for errors. Free and offline: no API key, nothing is uploaded. Walks the running balance row by row and reports rows where the balance does not follow, swapped debit and credit columns, sign errors, duplicated or missing rows, dates out of order, and totals that miss the opening or closing balance, each with a likely fix. Give the table as csv_text (CSV or TSV with a header row) or as rows (first row is the header). Same result as `docfig check --json`.

Parametersrowscsv_textfilenamedelimiterdate_formatstatement_typeclosing_balanceopening_balance

convert_statement

Convert a bank statement

Convert a bank or credit card statement (PDF, scanned PDF, or a JPG, PNG or HEIC photo) into transactions, with every row checked against the balances. Give file_url or file_base64. Returns the bank, period, totals, check status, flagged rows, the first transactions and Excel and CSV download links that work for one hour. Uses the user's DocFig API key and their monthly pages (free key: 100 pages a month at https://docfig.com/api). Account numbers are masked; nothing is stored, results are deleted after one hour.

Parametersfile_urlfilenamepasswordfile_base64statement_idwait_secondsmax_transactions

combine_statements

Combine several statements

Convert several statements (or reuse statement_ids from the last hour) and combine them into one set of accounts: finds missing months (gaps), overlapping periods, duplicated transactions (kept once) and balances that do not carry over. Returns the accounts, problems, counts and links to one combined Excel or CSV file (valid one hour). Uses the user's DocFig API key.

Parametersfileswait_secondsstatement_ids

usage

Pages left this month

Pages used and left this month for the DocFig API key, and when they reset.

Takes no parameters.

Version history

1
  1. v0.2.0LatestNov 1, 2026

Score

75% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • License10 pts

    Declare a license in the repository or the registry entry.