BankConv

io.github.wassim由 GitHub 账号 wassim 发布v0.1.1更新于 Oct 27, 2026

Convert PDF bank statements into transactions, CSV, OFX, QFX, QBO or Xero CSV.

已验证STDIO仅桌面文件与存储金融

概览

AI 生成的概览

把 PDF 银行对账单转换为交易明细或 CSV、OFX、QFX、QBO、Xero CSV 文件，转换时会把 PDF 上传到 BankConv 处理。

可以做什么
  • 把本机 PDF 对账单转换为交易明细或导出文件，可提供 PDF 密码
  • 列出此前的转换及其状态，并获取其中一次转换的交易明细
  • 把此前的转换另存为 CSV、OFX、QFX、QBO 或 Xero CSV
  • 查询当前计费周期剩余的页数额度
适用场景
适合电脑上存有 PDF 银行对账单、希望由助手提取交易明细用于分析，或生成 Xero、QuickBooks、Quicken、Sage 等会计软件可导入文件的场景。
运行要求
通过 npx 在本机运行，需要 Node.js 20 或更高版本。需要 BankConv 账号，并在 BANKCONV_API_KEY 环境变量中提供 API 密钥；每次转换会消耗 BankConv 套餐中的页数。需要能访问 BankConv API 的网络，可选设置 BANKCONV_API_URL。
安装前请注意
PDF 会通过 HTTPS 上传到 BankConv 并在其服务器上处理，对账单数据会离开本机；上传和转换后的文件默认 24 小时后删除，若团队选择了更长时限则更久。API 密钥是机密信息，需写入客户端配置。转换会消耗套餐页数。除非指定目标路径，服务器会把文件写到 PDF 旁边或下载目录。

安装

在 SourceWeft 中

  1. 打开 控制台中的 BankConv，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Desktop only，通过 STDIO。 STDIO 服务会启动本地进程，因此需要 SourceWeft 桌面宿主。

其他 MCP 客户端

参照 仓库 中的启动说明。

README

BankConv MCP server

[wassim/bankconv-mcp MCP server]

Convert PDF bank statements into transactions, CSV, OFX, QFX, QBO or Xero CSV from Claude, Cursor, VS Code and other AI assistants.

Point your assistant at a statement on your computer and ask for what you need: the transactions to analyse, a CSV, or a file your accounting software imports. The server uploads the PDF to BankConv, waits for the conversion and either returns the transactions or saves the file next to the PDF.

You: Convert ~/Downloads/chase-september.pdf to QBO for QuickBooks Desktop.Assistant: Saved QBO to ~/Downloads/chase-september.qbo.

What you get

  • Transactions with real dates, one signed amount (money in positive, money out negative) and the running balance. Opening balance and total lines are left out.
  • Files: CSV, OFX (Xero, Sage, MYOB, QuickBooks Online), QFX (Quicken), QBO (QuickBooks Desktop Web Connect, with your bank's QuickBooks ID) and Xero CSV (Xero's own columns).
  • Password-protected PDFs, scanned statements and multi-page statements.

Setup

  1. Create an API key in BankConv under Team → API keys (https://app.bankconv.com/teams/api-keys). Conversions use pages from your BankConv plan.
  2. Add the server to your assistant with the key in BANKCONV_API_KEY.

Claude Code

bash
claude mcp add bankconv -e BANKCONV_API_KEY=sk_live_your_key -- npx -y bankconv-mcp

Claude Desktop

One click: download bankconv.mcpb and open it. Claude Desktop installs the server and asks for your API key.

Or add this to claude_desktop_config.json (Settings → Developer → Edit Config):

json
{  "mcpServers": {    "bankconv": {      "command": "npx",      "args": ["-y", "bankconv-mcp"],      "env": { "BANKCONV_API_KEY": "sk_live_your_key" }    }  }}

Cursor, Windsurf and other clients

Use the same command, args and env in the client's MCP settings (for Cursor, ~/.cursor/mcp.json).

VS Code

json
{  "servers": {    "bankconv": {      "command": "npx",      "args": ["-y", "bankconv-mcp"],      "env": { "BANKCONV_API_KEY": "sk_live_your_key" }    }  }}

Requires Node.js 20 or later.

Tools

ToolWhat it does
convert_statementConvert a PDF on this computer. Returns the transactions, or saves CSV, OFX, QFX, QBO or Xero CSV (next to the PDF unless you give save_to). Takes the PDF password if there is one.
get_transactionsGet the transactions of an earlier conversion.
download_statementSave an earlier conversion as CSV, OFX, QFX, QBO or Xero CSV (in Downloads unless you say where).
list_conversionsList recent conversions with their status.
get_creditsCheck how many pages are left this billing period.

Example prompts

  • "Convert statement.pdf and tell me my five biggest expenses."
  • "Turn every PDF in ~/Statements/2026 into OFX files for Xero."
  • "Convert amex-march.pdf to QBO for QuickBooks Desktop. The PDF password is 4821."
  • "Total my September spending by category from chase-sep.pdf."

Agent skill

For agents without MCP support, skills/bankconv/SKILL.md teaches the same workflow through the REST API with curl.

Privacy

The PDF is uploaded to BankConv over HTTPS and processed there. The PDF and its converted files are deleted automatically after 24 hours, or 48 or 72 hours if your team chose a longer window; see security and data handling. The server only reads the files you name and only writes the files you ask for.

Configuration

VariableDefault
BANKCONV_API_KEY(required)Your BankConv API key
BANKCONV_API_URLhttps://bankconv.com/api/v1API base URL

Links

License

MIT

来源：README.md，提交 08e0329

工具

0
SourceWeft 尚未在沙箱中启动过该软件包，因此其工具未知。

版本历史

1
  1. v0.1.1最新Oct 20, 2026

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