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Bankstatemently MCP server

Turn PDF bank statements into clean lists of transactions, accounts and balances your AI can read and check.

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This is a helper that connects your AI to Bankstatemently, a service that reads bank statement PDFs and turns them into tidy data. Once it is connected, you can ask your AI to convert a statement and then ask questions about the numbers. It is handy for anyone who deals with bank PDFs and does not want to type them out by hand.

What is an MCP server? The 30-second version

On its own, your AI can only chat. An MCP server is a small helper program that gives your AI a new skill or a connection to another service. This one connects your AI to Bankstatemently, so when you ask about a bank statement, your AI can send the file over and get structured results back. You do not need to understand how it works under the hood. You just ask, and the helper does the talking.

What this MCP server does

You give your AI a bank statement PDF, or point it at one you already uploaded. Your AI passes it to this helper, which sends it to Bankstatemently. Bankstatemently reads the PDF and turns it into structured transactions, accounts and balances. It also runs reconciliation checks, which means it looks for spots where the numbers do not add up. Your AI then shows you the results in the chat, and you can ask follow-up questions about them.

Flow diagram: you ask your AI “Turn this bank statement PDF into a list of transactions”, the Bankstatemently MCP server works in steps: you hand over the PDF, then the PDF is read, then numbers are checked, and you get back clean lists you can ask about.

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What you can do with it

Convert a PDF bank statement into a list of transactions
List the statements you have already converted
Ask questions about transactions, accounts and balances
Run reconciliation checks to spot mismatches
Check how many credits your account has left
Run benchmark evaluations on statement parsing

Try asking your AI

“Convert this bank statement PDF and list every transaction”
“What was my balance at the end of last month according to this statement?”
“Show me the statements I have already converted”
“Run a reconciliation check on this statement and tell me if anything does not match”

What it gives back to you

You get back structured data: lists of transactions with dates and amounts, account details, and balances. Reconciliation checks come back as a summary of what matched and what did not. Your AI presents this in the chat as text, tables or short answers to your questions. You can keep asking follow-ups without re-uploading anything.

Before you start

What you need

A Bankstatemently account
A bank statement PDF to work with
For headless setups: an API key from bankstatemently.com/developer (a kind of password for apps)

Good to know

It reads your bank statement PDFs, so only send files you are comfortable sharing with the Bankstatemently service, and keep your API key private.

Install it with your AI

Add Bankstatemently MCP server to your AI, no technical skills needed

You don't install anything by hand. You copy one prompt, paste it into an AI that can work on your computer, and it checks, installs and connects the server for you, asking you when it needs something.

Sign in to get the install prompt

Members get a ready-made prompt that lets the Claude desktop app check Bankstatemently MCP server, install it and connect it for them, step by step. You don't need any technical skills: you copy, paste and answer a few questions. Your connected AI can also find and install any of the 4,066 MCP servers here for you.