Tallyproof Bank Statements

io.github.theluckystrikePublished by GitHub account theluckystrikev1.0.1Updated Oct 25, 2026

Bank statement to spreadsheet

VerifiedStreamable HTTPWeb executableData & Analytics

Overview

Tallyproof Bank Statements's hosted MCP server (statement-converter.zovo.one); no sign-in required; Streamable HTTP; 2 tools.

No AI overview yet: these facts come from the registry entry and the server itself.

Endpoint
statement-converter.zovo.one
Last checked

Installation

In SourceWeft

  1. Open Tallyproof Bank Statements 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/io.github.theluckystrike%2Fstatement-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": {
    "tallyproof-bank-statements": {
      "type": "http",
      "url": "https://statement-converter.zovo.one/mcp"
    }
  }
}

Tools

2

convert_bank_statement

Convert bank statement

Use this when the user attaches a bank or credit card statement (text PDF, or the bank's CSV/Excel export) and wants it converted to Excel or CSV: "convert bank statement to excel", "bank statement pdf to csv", "import my statement into QuickBooks", "does my statement balance". Extracts each transaction (date, description, signed amount, running balance), reconciles opening + transactions = closing to the cent, points to missing or duplicated rows, suggests categories, and returns Excel, CSV and QuickBooks CSV downloads. Does not read scanned images (needs OCR first), does not connect to bank accounts, and is not for non-financial PDFs or general PDF editing.

Parametersfilerequireddate_orderflip_signsaccount_typestatement_yearclosing_balanceopening_balance

summarize_transactions

Summarize transactions

Use this when the user pastes or lists bank or credit card transactions (date, description, amount) and wants them reconciled, totaled by month or category, or exported: "does my statement balance", "money in and out by month", "categorize these transactions", "make a QuickBooks CSV from these". Checks opening + transactions = closing to the cent and the running balance row by row, points to the rows that break it, suggests categories, and returns Excel, CSV and QuickBooks CSV downloads. Do not use when a statement file is attached (use convert_bank_statement); does not give tax or accounting advice.

Parametersaccount_typetransactionsrequiredstatement_yearclosing_balanceopening_balance

Version history

1
  1. v1.0.1LatestOct 22, 2026

Score

67% 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

    Write a description of at least 40 characters in the registry entry.

  • Logo10 pts
  • 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.