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StatementSure

السجل الرسمي البيانات وقواعدها

Bank statement PDFs to verified QuickBooks, Xero, OFX, CSV and Excel files. Runs locally.

الشيفرة المصدرية الموقع التوثيق

التثبيت

أضف هذا إلى إعدادات MCP في عميلك (Claude Desktop: claude_desktop_config.json، وCursor: ‏.cursor/mcp.json، ويستخدم VS Code وغيره الصيغة نفسها «mcpServers»).

NPM package statementsure-mcp
Claude Code 
claude mcp add statementsure -- npx -y statementsure-mcp@0.1.1
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "statementsure": {
            "command": "npx",
            "args": [
                "-y",
                "statementsure-mcp@0.1.1"
            ]
        }
    }
}

التوثيق

مأخوذ من ملف README للمشروع على GitHub ويُحدَّث أسبوعيًا. تفتح الروابط على GitHub.

المحتويات
  1. StatementSure for AI agents (MCP server)
  2. Install
  3. What it can do
  4. Agent skill (optional)
  5. Good to know
  6. License

StatementSure for AI agents (MCP server)

Turn bank and credit card statement PDFs into verified transactions and QuickBooks, Xero, OFX, CSV or Excel files, right inside Claude Desktop, Claude Code, Cursor and any other MCP client.

  • Balance-checked: opening balance + transactions must equal the closing balance, and every running balance and section total is checked. You're told exactly which rows need a look.
  • Private: runs on your computer and makes no network calls. Your statements are never uploaded.
  • No bank templates: reads the page layout, so it works across banks. Tested on real RBC, TD, CIBC and Scotiabank statements in English and French, and on common US and UK layouts.

Same engine as statementsure.com.

Install

Requires Node.js 22 or newer.

Claude Code

claude mcp add statementsure -- npx -y statementsure-mcp

Claude Desktop, Cursor and other clients: add this to the client's MCP configuration (in Claude Desktop: Settings → Developer → Edit Config), then restart the client:

{ "mcpServers": { "statementsure": { "command": "npx", "args": ["-y", "statementsure-mcp"] } } }

Then ask, for example: "Check the bank statements in ~/Documents/statements and export them for QuickBooks." Give the agent a folder or file path on your computer; don't attach the PDFs to the chat, because attachments are uploaded.

What it can do

ToolWhat it doesPages
check_statementsBank, account (last 4 digits), period, balances, totals, each balance check and the rows that need a lookFree
get_transactionsEvery transaction with date, description, signed amount and running balanceUses pages
export_statementsWrites qbo (QuickBooks), qb-csv, xero, ofx, csv or xlsx next to the PDFs, one import file per account; never overwritesUses pages
usageFree pages left this monthFree

20 free pages a month. Only pages with transactions count. Statements that don't balance are free, and exporting the same PDF again in the same month is free. For more pages, buy a page pack at statementsure.com.

Agent skill (optional)

The package includes an agent skill (skills/statementsure/SKILL.md) that teaches the agent the workflow: check first, explain each statement's status, then export or reconcile.

  • Claude Code: copy the skills/statementsure folder into ~/.claude/skills/.
  • Claude Desktop: zip the statementsure folder and upload it under Settings → Capabilities → Skills.

Good to know

  • Password-protected PDFs work; the agent will ask you for the password.
  • Scanned (image-only) PDFs aren't supported yet.
  • The free-page counter is kept in ~/.statementsure/usage.json.

License

Proprietary, see LICENSE. © BulkLift Platform Inc. You may install and use this package to convert your own statements; you may not copy, modify, redistribute or reverse-engineer it. Support: statementsure.com.

الأسئلة الشائعة

ما هو StatementSure؟

Bank statement PDFs to verified QuickBooks, Xero, OFX, CSV and Excel files. Runs locally.

كيف أثبّت StatementSure؟

يعمل على جهازك. في Claude Code: claude mcp add statementsure -- npx -y statementsure-mcp@0.1.1. وفي العملاء الآخرين، الصق إعداد JSON من هذه الصفحة في إعدادات MCP الخاصة بهم.

هل يحتاج StatementSure إلى مفتاح API؟

لا يذكر إدراجه في السجل أي مفتاح أو سر إلزامي. قد تتطلب بعض الميزات حسابًا لدى الخدمة التي يتصل بها.

هل StatementSure مفتوح المصدر؟

شيفرته علنية على GitHub، لكن المستودع لا يعلن ترخيصًا قياسيًا.

من يصون StatementSure؟

ينشره alhogeiri2025. يدرجه AI.tn لكنه لا يصونه ولا يوصي به.

من سجل MCP الرسمي. الإدراج ليس توصية: راجع شيفرة الخادم وصلاحياته قبل منحه الوصول إلى بياناتك.