Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Bank File Tool Statement Review MCP reconcile statement: opening 12480.20, credits 8350.00, debits 6912.47, closing 13917.73"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Local checks for a bank statement export. This is a companion to Bank File Tool — Bank Statement Converter, which converts PDF, PNG, and JPG statements to CSV, Excel, or JSON and provides its own balance checks.
This open-source MCP server adds three small tools:
reconcile_statement_totals: compare opening balance + credits − debits with the printed closing balance using exact cent arithmetic.
review_export_headers: check that export column names include a date, description, and amount or separate debit/credit fields.
get_official_links: find the official converter, pricing, contact, and privacy pages.
The checks run on your machine. Supply totals and column names only. Do not paste account numbers, transaction rows, statements, or other private financial data into a model prompt. This server does not access Bank File Tool accounts, upload files, call an unpublished conversion API, or prove that extracted data matches an original statement. Review flagged differences against the source PDF or image.
Requires Node.js 20.18.1 or newer.
npm ci
npm run build
npm test
node dist/index.jsThe final command starts a stdio MCP server. Configure your MCP client to run node /absolute/path/to/bankfiletool-statement-review-mcp/dist/index.js after installation. For an example balance check, pass openingBalance: "12480.20", creditTotal: "8350.00", debitTotal: "6912.47", and closingBalance: "13917.73" to reconcile_statement_totals.
Related MCP server: BankConv MCP server
This project is independently maintained as a public helper for the Bank File Tool workflow. The converter itself runs on the official site. No network request is made by this MCP server.
Licensed under MIT; see LICENSE.
Return official converter, pricing, contact, and privacy pages. This MCP server does not upload or convert statements.
Inputs: no named parameters.
Locally check opening balance + credits - debits against printed closing balance. Enter totals only; do not provide account numbers or statement files.
Inputs: debitTotal (required), creditTotal (required), closingBalance (required), openingBalance (required).
Locally inspect column names from a CSV or spreadsheet export. Supply headers only, never transaction rows or account details.
Inputs: headers (required).
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 3 tools
Each tool targets a clearly distinct operation: reconciling totals, reviewing export headers, and retrieving official links. There is no overlap in purpose or expected inputs.
All three tools follow a consistent snake_case verb_noun pattern (reconcile_statement_totals, review_export_headers, get_official_links). The naming is predictable and readable.
Three tools are well-scoped for a narrowly focused local statement-review assistant. Each tool has a clear, necessary role and the set does not feel bloated or arbitrarily thin.
The surface covers the advertised local review functions: totals reconciliation, header inspection, and official link retrieval. Minor gaps exist, such as guidance for handling mismatched totals or unsupported header formats, but the core workflow is complete.
Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.
Convert a bank statement to a QBO file that QuickBooks imports, plus OFX.
Normalize bank statements (CSV, camt, MT940, OFX, QIF) to JSON, analyze, export.
Normalize bank statements (CSV, camt, MT940, OFX, QIF) to JSON, analyze, export.