Statement to Budget

com.statementtobudget.wwwPublished by www.statementtobudget.comOfficial publisherv1.1.0Updated Oct 24, 2026

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

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Converts uploaded bank statements (PDF, CSV, XLS, XLSX, OFX) into categorised transactions and a spending summary via a remote endpoint.

What you can do
The convert_statement tool accepts a bank statement file as base64 and runs AI extraction and categorisation, returning a session_id and an access level. get_job polls the conversion job by session_id until it is processing, complete or error. get_transactions then returns the categorised transactions and a spending summary for a completed session. Without an API key, results come back as a masked preview with five sample rows and an unlock link.
When to use it
Useful when an assistant needs to read a bank statement and produce categorised spending data or a summary without manual parsing. Suited to personal or small-business budgeting workflows where a human can review and unlock full results.
Requirements
A remote streamable HTTP endpoint; no local package. An optional Authorization header carrying a Bearer API key obtained from the provider's site. Without the key, only preview results are returned.
Before you install
The server receives full bank statement contents, which are sensitive financial data sent to a third party. Full results require an API key tied to paid credit, and the preview includes an unlock link a human can open to buy access. Treat the Authorization key as a secret.

Installation

In SourceWeft

  1. Open Statement to Budget 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.statementtobudget.www%2Fbank-statement-converter/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": {
    "statement-to-budget": {
      "type": "http",
      "url": "https://www.statementtobudget.com/api/mcp"
    }
  }
}

Tools

3

convert_statement

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.

Parametersfilenamerequiredpasswordcontent_base64required

get_job

Poll a conversion job by session_id. Status is processing, complete, or error.

Parameterssession_idrequired

get_transactions

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.

Parameterssession_idrequired

Version history

1
  1. v1.1.0LatestSep 16, 2026

Score

72% 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

    Publish an icon in the registry entry.

  • Documentation15 pts

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

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.