Statement to Budget

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

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

3 tools

• 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…

• 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.

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