Statement to Budget MCP server

• convert_statementwrite actionFree

  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 file for $4.99. Large statements can take 1-3 minutes; if status is "processing", poll get_job.

• get_jobFree

  Poll a conversion job by session_id. Status is processing, complete, or error.

• get_transactionsFree

  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.

• –Code scanremote-only server, no package to scann/a
• Live reliabilityremote reachable in 801ms20/20
• Tool poisoning3 tool descriptions checked15/15
• Auth qualityAPI key sent as a header8/15
• Maintenanceno repository listed3/15
• Maintainer identityverified namespace with website, no repo4/10

Statement to Budget: common questions

Is Statement to Budget MCP server safe?

With care: it is graded C, so read the findings first (67/100). Read the Statement to Budget safety report

How do I install Statement to Budget?

It runs remotely at www.statementtobudget.com. Add it to Claude Code, Claude Desktop or Cursor with the snippets above, or call it through the mcp.market gateway without installing anything.

Does Statement to Budget need an API key?

Yes. The registry entry asks for Authorization.

Is Statement to Budget maintained?

The latest release is v1.1.0.

Is Statement to Budget up?

100% of our last 7 checks got an answer. We check remote servers about four times a day.

What can I use instead of Statement to Budget?

Servers from other publishers that do the same job: Bankstatemently MCP server, FiatDock MCP server and Camt053 MCP server. Compare all Statement to Budget alternatives.