Data Collection

bankstatemently.com

Converts PDF bank statements to CSV, Excel, QuickBooks, Xero, or JSON via a REST API with high accuracy.

1 endpoint16 known toolsFirst detected July 25, 2026Last detected August 29, 2026

ENDPOINT 1

https://api.bankstatemently.com/mcp

No auth detected

MCP server metadata

Name: bankstatemently
Version: 1.2.0

Capabilities

tools.listChangedresources.listChanged

Server instructions

Bankstatemently converts bank statement PDFs into structured, queryable financial data. Workflow: convert_statement (or get_statement for an already-converted document) to parse a PDF, list_statements to browse past conversions, list_transactions/aggregate/group_by/etc. to query across them, and evaluate_benchmark to score extraction accuracy. "Credits" on this server means your processing quota (1 credit = 1 page) — NOT a transaction credit/debit. For "how many credits do I have" / remaining pages / plan limits, always call get_credits — never filter transactions for it.

Known tools 16

request_upload

Mint a single-use upload URL for pushing a conversation-attached PDF to Bankstatemently before converting it.

Potential side effects

convert_statement

Convert a bank statement PDF into structured data or a spreadsheet.

Inferred read-only

get_statement

Fetch the full converted data for a previously processed document.

Inferred read-only

categorize_statement

Run AI transaction categorization on a previously processed document, then return its category mappings.

Inferred read-only

list_statements

Browse your previously converted bank statements with pagination and optional status filter.

Inferred read-only

dismiss_statement

Hide a failed, rejected, or cancelled document from future list_statements results.

Inferred read-only

get_credits

Your remaining Bankstatemently credits — the processing quota, NOT credit/debit transactions.

Inferred read-only

rate_statement

Report how well a previously converted bank statement was parsed: submit a 1-5 rating, optionally with structured feedback (only accepted when the rating is 3 or below) and use-case tags.

Inferred read-only

evaluate_benchmark

Score parsed bank statement transactions against the Bankstatemently benchmark ground truth.

Inferred read-only

list_transactions

A transaction is a single line as printed on one account's statement — one side of any movement.

Inferred read-only

aggregate

Compute a single metric (sum/average/count/max/min) over a filtered set of transactions across your converted statements.

Inferred read-only

group_by

Group transactions by a dimension (month/category/merchant/account/currency) and apply a metric to each group.

Inferred read-only

top_n

Return the top N groups ranked by metric (descending), per-currency for monetary metrics.

Inferred read-only

compare

Side-by-side metric comparison for two filtered groups of transactions (e.

Inferred read-only

time_series

Compute a time series by grouping transactions into week or month buckets and applying a metric — useful for trends.

Inferred read-only

list_transfers

Match transfers between your own accounts.

Inferred read-only

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.bankstatemently]
url = "https://api.bankstatemently.com/mcp"
enabled = true

Claude Code

.mcp.json

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

Claude Desktop

Settings → Connectors → Add custom connector

Name: bankstatemently
Remote MCP URL: https://api.bankstatemently.com/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "bankstatemently": {
      "url": "https://api.bankstatemently.com/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "bankstatemently": {
      "type": "http",
      "url": "https://api.bankstatemently.com/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "bankstatemently",
  "transport": "streamable-http",
  "url": "https://api.bankstatemently.com/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

TRUST AND VERIFICATION EVIDENCE

Trust Data Available

BuiltWith Trust API v2 evidence for bankstatemently.com was fetched 2026-08-03T19:31:46.839Z and is being refreshed.

Trust status Trusted

bankstatemently.com is assessed as Trusted: Domain runs a meaningful technology spend, consistent with a real business.

Indexed

Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.