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BankConv MCP server

BankConv MCP server

by wassim
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BankConv MCP server

wassim/bankconv-mcp MCP server AllMCPs Verified

Convert PDF bank statements into transactions, CSV, OFX, QFX, QBO or Xero CSV from Claude, Cursor, VS Code and other AI assistants.

Point your assistant at a statement on your computer and ask for what you need: the transactions to analyse, a CSV, or a file your accounting software imports. The server uploads the PDF to BankConv, waits for the conversion and either returns the transactions or saves the file next to the PDF.

You: Convert ~/Downloads/chase-september.pdf to QBO for QuickBooks Desktop.
Assistant: Saved QBO to ~/Downloads/chase-september.qbo.

What you get

  • Transactions with real dates, one signed amount (money in positive, money out negative) and the running balance. Opening balance and total lines are left out.

  • Files: CSV, OFX (Xero, Sage, MYOB, QuickBooks Online), QFX (Quicken), QBO (QuickBooks Desktop Web Connect, with your bank's QuickBooks ID) and Xero CSV (Xero's own columns).

  • Password-protected PDFs, scanned statements and multi-page statements.

Related MCP server: CapyParse MCP Server

Setup

  1. Create an API key in BankConv under Team → API keys (https://app.bankconv.com/teams/api-keys). Conversions use pages from your BankConv plan.

  2. Add the server to your assistant with the key in BANKCONV_API_KEY.

Claude Code

claude mcp add bankconv -e BANKCONV_API_KEY=sk_live_your_key -- npx -y bankconv-mcp

Claude Desktop

One click: download bankconv.mcpb and open it. Claude Desktop installs the server and asks for your API key.

Or add this to claude_desktop_config.json (Settings → Developer → Edit Config):

{
  "mcpServers": {
    "bankconv": {
      "command": "npx",
      "args": ["-y", "bankconv-mcp"],
      "env": { "BANKCONV_API_KEY": "sk_live_your_key" }
    }
  }
}

Cursor, Windsurf and other clients

Use the same command, args and env in the client's MCP settings (for Cursor, ~/.cursor/mcp.json).

VS Code

{
  "servers": {
    "bankconv": {
      "command": "npx",
      "args": ["-y", "bankconv-mcp"],
      "env": { "BANKCONV_API_KEY": "sk_live_your_key" }
    }
  }
}

Requires Node.js 20 or later.

Tools

Tool

What it does

convert_statement

Convert a PDF on this computer. Returns the transactions, or saves CSV, OFX, QFX, QBO or Xero CSV (next to the PDF unless you give save_to). Takes the PDF password if there is one.

get_transactions

Get the transactions of an earlier conversion.

download_statement

Save an earlier conversion as CSV, OFX, QFX, QBO or Xero CSV (in Downloads unless you say where).

list_conversions

List recent conversions with their status.

get_credits

Check how many pages are left this billing period.

Example prompts

  • "Convert statement.pdf and tell me my five biggest expenses."

  • "Turn every PDF in ~/Statements/2026 into OFX files for Xero."

  • "Convert amex-march.pdf to QBO for QuickBooks Desktop. The PDF password is 4821."

  • "Total my September spending by category from chase-sep.pdf."

Agent skill

For agents without MCP support, skills/bankconv/SKILL.md teaches the same workflow through the REST API with curl.

Privacy

The PDF is uploaded to BankConv over HTTPS and processed there. The PDF and its converted files are deleted automatically after 24 hours, or 48 or 72 hours if your team chose a longer window; see security and data handling. The server only reads the files you name and only writes the files you ask for.

Configuration

Variable

Default

BANKCONV_API_KEY

(required)

Your BankConv API key

BANKCONV_API_URL

https://bankconv.com/api/v1

API base URL

Links

License

MIT

Available Tools

5 tools
convert_statementConvert a bank statement PDFA

Convert a PDF bank or credit card statement on this computer with BankConv. Use this for a new PDF; for a statement converted earlier, use get_transactions or download_statement with its conversion id (list_conversions finds it). With output "transactions" (the default) it returns a summary and every transaction as JSON: ISO date, description, signed amount (money in positive), running balance; opening balances and totals are left out. Any other output saves that file and returns only its path and any warnings. csv: the statement as a spreadsheet; ofx: Xero, Sage, MYOB, QuickBooks Online; qfx: Quicken; qbo: QuickBooks Desktop (Web Connect); xero: Xero CSV with Xero's own columns. Uploading uses one BankConv page per PDF page. Waits until the conversion finishes. Errors say what went wrong: not_found for an unknown conversion id, gone once a conversion was deleted under data retention (24 hours by default), unreadable_statement when the tables can't be read as transactions (the message names the row), insufficient_credits when the account has too few pages.

Inputs: file_path (required), output, save_to, password, +1 more.

download_statementSave a conversion as a fileA

Save an earlier BankConv conversion as a file on this computer, by its conversion id (from convert_statement or list_conversions). Returns the saved path and any warnings (for example a bank QuickBooks doesn't list), not the file contents. Uses no pages. csv: the statement as a spreadsheet; ofx: Xero, Sage, MYOB, QuickBooks Online; qfx: Quicken; qbo: QuickBooks Desktop (Web Connect); xero: Xero CSV with Xero's own columns. Errors say what went wrong: not_found for an unknown conversion id, gone once a conversion was deleted under data retention (24 hours by default), unreadable_statement when the tables can't be read as transactions (the message names the row), insufficient_credits when the account has too few pages.

Inputs: format (required), conversion_id (required), tables, save_to.

get_creditsCheck the page balanceA
Read-only

Check how many BankConv pages the account has left in the current period, as JSON. Each PDF page uses one page, so check before converting a large batch. Read-only.

Inputs: no named parameters.

get_transactionsGet the transactions of a conversionA
Read-only

Get the transactions of an earlier BankConv conversion by its conversion id (from convert_statement or list_conversions): ISO date, description, signed amount (money in positive) and running balance, with the bank, account, period and currency. Read-only; uses no pages. To save a file instead, use download_statement. Errors say what went wrong: not_found for an unknown conversion id, gone once a conversion was deleted under data retention (24 hours by default), unreadable_statement when the tables can't be read as transactions (the message names the row), insufficient_credits when the account has too few pages.

Inputs: conversion_id (required), tables.

list_conversionsList recent conversionsA
Read-only

List the BankConv account's recent conversions, newest first, one line each: conversion id, status, file name, page count and upload time. Use it to find the id of an earlier conversion for get_transactions or download_statement, or to check on one still processing. Read-only.

Inputs: limit, status.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

    Deploy Server
    One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

    TDQS

    A4.3/5.0

    Scored across 5 tools

    Disambiguation4/5

    The five tools mostly target distinct actions: convert a new PDF, retrieve transactions from an earlier conversion, download an earlier conversion, list conversions, and check credits. The main overlap is that convert_statement can also return transactions or save files, which could be confused with get_transactions/download_statement, but the descriptions clearly separate new versus earlier conversions.

    Naming Consistency5/5

    All tool names follow a consistent snake_case verb_noun pattern: convert_statement, get_transactions, download_statement, list_conversions, get_credits. There are no mixed styles or ambiguous naming conventions.

    Tool Count5/5

    Five tools is a well-scoped set for a bank statement conversion service. Each tool earns its place by covering a distinct part of the workflow: conversion, transaction retrieval, file download, conversion listing, and credit checking.

    Completeness5/5

    The surface covers the full core lifecycle: checking credits, converting a new statement, listing past conversions, retrieving transactions from them, and downloading saved outputs. No obvious operational gaps remain for the stated purpose, and automatic retention deletion means an explicit delete tool is not necessary.

    Maintenance

    ActivityMaintained
    ResponsivenessNo recent community issues

    Resources

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