INDIVIDUAL MCP TOOL

categorize_statement

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

bankstatemently.comnone authenticationAvailability not checked

LIVE ENDPOINT

https://api.bankstatemently.com/mcp

No auth detected

Connect to this endpoint to inspect the live schema for categorize_statement and invoke it with your own arguments.

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Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

CONNECT WITH APPROVAL

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.

request_upload — Mint a single-use upload URL for pushing a conversation-attached PDF to Bankstatemently before converting it.
convert_statement — Convert a bank statement PDF into structured data or a spreadsheet.
get_statement — Fetch the full converted data for a previously processed document.
list_statements — Browse your previously converted bank statements with pagination and optional status filter.
dismiss_statement — Hide a failed, rejected, or cancelled document from future list_statements results.
get_credits — Your remaining Bankstatemently credits — the processing quota, NOT credit/debit transactions.
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.
evaluate_benchmark — Score parsed bank statement transactions against the Bankstatemently benchmark ground truth.