Statement to Budget

Name: Statement to Budget
Author: statementtobudget

statementtobudget

Get started Website & docs

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

Setup

Choose your client, copy the config, then fill in any required environment variables.

Add to Cursor Add to VS Code

claude mcp add --transport http statement-to-budget https://www.statementtobudget.com/api/mcp --header 'Authorization: <AUTHORIZATION>'

~/.codex/config.toml

[mcp_servers.statement-to-budget]
url = "https://www.statementtobudget.com/api/mcp"
http_headers = { Authorization = "<AUTHORIZATION>" }

# codex mcp add statement-to-budget --url https://www.statementtobudget.com/api/mcp

~/.cursor/mcp.json

{
  "mcpServers": {
    "statement-to-budget": {
      "url": "https://www.statementtobudget.com/api/mcp",
      "headers": {
        "Authorization": "<AUTHORIZATION>"
      }
    }
  }
}

.vscode/mcp.json

{
  "servers": {
    "statement-to-budget": {
      "type": "http",
      "url": "https://www.statementtobudget.com/api/mcp",
      "headers": {
        "Authorization": "<AUTHORIZATION>"
      }
    }
  }
}

~/.gemini/settings.json

{
  "mcpServers": {
    "statement-to-budget": {
      "httpUrl": "https://www.statementtobudget.com/api/mcp",
      "headers": {
        "Authorization": "<AUTHORIZATION>"
      }
    }
  }
}

claude_desktop_config.json · Customize › Connectors › Add custom connector

{
  "mcpServers": {
    "statement-to-budget": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://www.statementtobudget.com/api/mcp",
        "--header",
        "Authorization:<AUTHORIZATION>"
      ]
    }
  }
}

.trae/mcp.json

{
  "mcpServers": {
    "statement-to-budget": {
      "url": "https://www.statementtobudget.com/api/mcp",
      "headers": {
        "Authorization": "<AUTHORIZATION>"
      }
    }
  }
}

Setup

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