Skip to content
Statement to Budget logo

Statement to Budget MCP server

Which servers in the official MCP registry are Statement to Budget's own, whether they answer, and what they offer. A program checked each of these, nobody copied them from a product page.

read 2026-10-18

← Back to Statement to Budget

Whose server it is
  • Registry namecom.statementtobudget.www/bank-statement-converterverified in the MCP registry

The registry name sits under statementtobudget.com. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

When we asked itchecked 2026-10-18
  • Stateanswerschecked 2026-10-18
  • Tools3
  • Server calls itselfstatement-to-budget
  • Server version1.1.0
  • Protocol version2025-06-18

On 2026-10-18 the server answered initialize and tools/list without a sign-in. First answer in 106 ms.

Should an agent connect itNot proven either way yet
  • Whether its tools do the product's job has not been judged yet.
  • Checked on 4 of the 7 days it takes to judge reliability.

Once connected

  • Parameters are untyped or undescribed in 2 of 3 tools: check arguments before calling.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

Measured dailydaily checks: 4, the first on 2026-10-19
  • INITE MCP scoreafter a weeka score needs 7 daily checks: 4 so far
  • Answeredmeasuring4 of the 7 daily checks it takes to print a share
  • Median first answer178 ms
  • Space in an agent's context≈ 337 tokensthe definitions of all its tools (3), which an agent carries on every turn
  • Tool definitionsC · 72 of 100
  • Typed results0 of 3 toolsdeclared outputSchema: results come typed, read once
  • Parameters without a description: in 2 of 3
  • Not saying whether it only reads or can destroy: 3 of 3

What an agent can do with it

  • not sure · Convert bank statement PDFs into QuickBooks or Xero import files
  • not sure · Check converted rows against statement totals before importing
  • not sure · Sort statement spending into categories for a client dashboard

Each of the product's use cases, put to Jev against this server's tool list: can an agent do it with these tools?

Worth a look

None of the five warning signs in these definitions.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (30%), doing the product's job (25%), definitions (20%), context (10%) and use (15%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

Tools it offers3 tools · read 2026-10-18
  • 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…

  • 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.

How to connect

Add the server to your MCP client config. Claude Desktop, Cursor and most other clients read this shape:

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

Add it

Claude Code, in a terminal

claude mcp add --transport http statementtobudget https://www.statementtobudget.com/api/mcp

Add to CursorAdd to VS Code

claude.ai, ChatGPT and other clients: add https://www.statementtobudget.com/api/mcp as a custom connector in the settings.

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.