Analytics

statementtobudget.com

Provides AI-powered extraction and categorization of financial transactions from uploaded bank statements.

1 endpoint3 known toolsFirst detected September 6, 2026Last detected September 6, 2026

ENDPOINT 1

https://www.statementtobudget.com/api/mcp

No auth detected

MCP server metadata

Name: statement-to-budget
Version: 1.1.0

Capabilities

tools

Server instructions

Converts bank statements (PDF, CSV, XLS, XLSX, OFX) into categorised transactions. Without an API key, convert_statement returns a preview: 5 sample rows, the top 3 categories, and date + category for every other row, plus an unlock_url the user can open to pay $4.99 for the full file. Show the user that link when they want all rows. With an API key (Authorization: Bearer stb_live_…, minted at https://statementtobudget.com/for-agents) the conversion is charged to that account and returns every row. Pro is $15/month for 400 pages. Only upload statements the user has asked you to process. Uploaded files are deleted after extraction; rows are kept 30 days.

Known tools 3

convert_statement

Upload a bank statement (PDF, CSV, XLS, XLSX, or OFX) as base64 and run AI extraction + categorisation.

Potential side effects

get_job

Poll a conversion job by session_id.

Inferred read-only

get_transactions

Fetch categorised transactions and a spending summary for a completed session.

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.statement-to-budget]
url = "https://www.statementtobudget.com/api/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "statement-to-budget": {
      "type": "http",
      "url": "https://www.statementtobudget.com/api/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: statement-to-budget
Remote MCP URL: https://www.statementtobudget.com/api/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": {
    "statement-to-budget": {
      "url": "https://www.statementtobudget.com/api/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "statement-to-budget": {
      "type": "http",
      "url": "https://www.statementtobudget.com/api/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "statement-to-budget",
  "transport": "streamable-http",
  "url": "https://www.statementtobudget.com/api/mcp"
}

MCP Inspector

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

TRUST AND VERIFICATION EVIDENCE

Loading Trust v2 evidence…

Checking the associated registrable domain. The BuiltWith key remains server-side.

Indexed

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