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Statement to Budget

Official registry Finance and payments

Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.

Website

Install

Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).

Remote (streamable-http)
Claude Code 
claude mcp add --transport http statement-to-budget 'https://www.statementtobudget.com/api/mcp' --header 'Authorization: <Optional. '\''Bearer stb_live_…'\'' — an API key from https://statementtobudget.com/for-agents. Without it, conversions return a masked preview plus an unlock link.>'
JSON configuration (Claude Desktop, Cursor, VS Code) 
{
    "mcpServers": {
        "statement-to-budget": {
            "type": "http",
            "url": "https://www.statementtobudget.com/api/mcp",
            "headers": {
                "Authorization": "<Optional. 'Bearer stb_live_…' — an API key from https://statementtobudget.com/for-agents. Without it, conversions return a masked preview plus an unlock link.>"
            }
        }
    }
}

Frequently asked questions

What is Statement to Budget?

Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.

How do I install Statement to Budget?

It runs as a remote server. In Claude Code: claude mcp add --transport http statement-to-budget 'https://www.statementtobudget.com/api/mcp' --header 'Authorization: <Optional. '\''Bearer stb_live_…'\'' — an API key from https://statementtobudget.com/for-agents. Without it, conversions return a masked preview plus an unlock link.>'. For other clients, paste the JSON configuration from this page into their MCP settings.

Does Statement to Budget need an API key?

Yes. It expects Authorization, which you set in its configuration.

Who maintains Statement to Budget?

It is published by com.statementtobudget.www. AI.tn lists it but does not maintain or endorse it.

From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.