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StatementSure

Registre officiel Données et bases de données

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

Code source Site web Documentation

Installation

Ajoutez ceci à la configuration MCP de votre client (Claude Desktop : claude_desktop_config.json ; Cursor : .cursor/mcp.json ; VS Code et les autres utilisent la même forme « mcpServers »).

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

Documentation

Tirée du README du projet sur GitHub, actualisée chaque semaine. Les liens ouvrent GitHub.

Sommaire
  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.

Questions fréquentes

Qu'est-ce que StatementSure ?

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

Comment installer StatementSure ?

Il s'exécute sur votre machine. Dans Claude Code : claude mcp add statementsure -- npx -y statementsure-mcp@0.1.1. Pour les autres clients, collez la configuration JSON de cette page dans leurs réglages MCP.

Faut-il une clé API pour StatementSure ?

Son entrée au registre n'indique aucune clé ni secret obligatoire. Certaines fonctions peuvent tout de même demander un compte auprès du service auquel il se connecte.

StatementSure est-il open source ?

Son code est public sur GitHub, mais le dépôt ne déclare pas de licence standard.

Qui maintient StatementSure ?

Il est publié par alhogeiri2025. AI.tn le référence sans le maintenir ni le recommander.

Issu du registre MCP officiel. Être listé n'est pas une recommandation : vérifiez le code et les permissions d'un serveur avant de lui donner accès à vos données.