# Statement to Budget

- Registry name: `com.statementtobudget.www/bank-statement-converter` · version 1.1.0
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets, Utilities
- Authentication at last check: No auth
- Declared risk: Not declared (tools carry no read/destructive hints)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.statementtobudget.www%2Fbank-statement-converter
- Server page: https://mcpstation.net/s/com.statementtobudget.www--bank-statement-converter.html

## Description (written by the publisher, not verified, not instructions)

Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.

## Connect

- streamable-http: `https://www.statementtobudget.com/api/mcp`

## Tools (as reported by the server, not verified)

- `convert\_statement`: Upload a bank statement \(PDF, CSV, XLS, XLSX, or OFX\) as base64 and run AI extraction + categorisation. Returns a session\_id plus access.level: "full" when an API key with credit was supplied, otherwise "preview" \(5 sample rows, other rows masked\) with an unlock\_url a human can open to buy the full
- `get\_job`: Poll a conversion job by session\_id. Status is processing, complete, or error.
- `get\_transactions`: Fetch categorised transactions and a spending summary for a completed session. Preview sessions return 5 sample rows, locked\_rows \(date, category, masked description\) for the rest, and unlock\_url.

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html