Bank Statement Pdf

Last 30 days

Uptime

100%

Response time

105 ms typical, 105 ms slowest 5%

Last check

3 h ago

Next check

in 3 h

How to call it

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "bank-statement-pdf": {
      "type": "http",
      "url": "https://mcp.zovo.one/mcp/bank-statement-pdf"
    }
  }
}

15 tools

• statement_import

  Call this tool to read a bank CSV into the local ledger. Columns detected from headers (date, description, amount, currency, balance); amounts use the file's locale; stored lines skipped. Returns detected/stored/skipped.

• transactions_list

  List stored transactions in a date range, optionally for one account or category, or only the ones no rule has categorised yet. Totals are reported per currency and never added across currencies.

• transactions_search

  Find transactions whose description, counterparty, category or account contains the query. Case-insensitive substring search, never a regex, so a query with brackets in it cannot hang the server.

• category_rules

  Read the category rules, or pass rules to REPLACE the whole list. A plain match is a substring; a regex compiles only if it cannot backtrack exponentially. An empty match is refused. Free: 5 rules.

• transaction_categorize

  Set or clear the category on transactions by id, for a one-off no rule is worth writing for. Every id is checked first, so one unknown id refuses the whole call. category_rules matches by text instead.

• statement_summary

  What was spent/received in a date range per the BANK ACCOUNT, grouped by category, month, account or counterparty. For "what did I spend in August" once imported. Totals are per currency, never summed or converted.

• reconcile_expenses

  Match bank debits against mcp-expense-tracker entries: same currency and amount, date within a few days. Reports matches, unmatched bank lines, expenses never hitting the bank. Read-only. Free: 31 days; Pro: any range.

• recurring_detect

  Find charges that come back: debits grouped by counterparty and currency with a steady amount and interval, with cadence, typical amount, next due date and annual cost. Free: 3 months, 5 charges.

• statement_export

  Export the BANK transactions of a date range (a month, a quarter, a year) as .csv or .json and return a download link valid for one hour. This is the tool for "export September" once a statement has been imported. Nothing partial is ever written.

• accounts_list

  List the imported accounts: bank, currencies, transaction count, first and last date, and the closing balance when the file carried one. Start here for the account names transactions_list and statement_export take.

• license_status

  Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.

• license_activate

  Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.

• bank_upload

  Send a bank export to this hosted endpoint. There is no filesystem here, so instead of a path you upload the file once with bank_upload and then pass its name as `path` to statement_import. Give exactly one of content (the export as text, header row included - this is the normal

• bank_files

  List the statement files stored for your token, with their sizes.

• bank_delete_upload

  Delete one statement file stored for your token. The transactions already imported from it are kept; transactions_list and the summary still see them.

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