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MCP server · Finance and crypto

mBank CSV Parser MCP server

by bartosz-kuc

Let your AI read and total your mBank CSV transaction exports, all on your own computer.

This is a small helper that lets your AI read the CSV file you download from mBank. You export your transactions from the mBank website, then ask your AI things like how much you spent on a category. It is handy for anyone in Poland who uses mBank and wants quick answers without opening Excel.

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. This helper gives your AI the skill of reading your mBank CSV file. So when you ask a question about your transactions, the AI can look them up for you instead of guessing.

What this MCP server does

You download your transactions from mBank as a CSV file and save it on your computer. You tell your AI what you want to know, for example how much you spent on insurance. Your AI asks this helper to open the file and filter or add up the rows. The helper reads the file locally, works out the numbers, and hands the result back. Your AI then shows you the answer in the chat.

What you can do with it

  • Preview a CSV file: client name, date range, accounts, totals
  • Filter transactions by date range
  • Filter by category, account, or a word in the description
  • Filter by smallest or largest amount
  • Add up money in, money out, and net totals
  • Group totals by category, account, or month

Try asking your AI

  • “How much did I spend on Ubezpieczenia in Q2?”
  • “List all incoming transfers over 10 000 PLN this year.”
  • “Show me every card purchase mentioning Anthropic.”
  • “Give me a summary of my operations by month for 2026.”

What it gives back to you

You get back plain answers in the chat: lists of transactions, totals per category or month, counts, and money in and out. Amounts come as numbers where a minus means money spent, with the currency shown separately. For a preview, you get the client name, date range, accounts, and overall totals without listing every row.

Before you start

What you need

  • Python 3.10 or newer installed on your computer
  • A CSV export file downloaded from mBank (Historia operacji, then Eksportuj do CSV)
  • An AI app that supports MCP servers, like Claude Desktop or Claude Code

Good to know

It only reads the CSV file you point it to, so make sure you are comfortable sharing that file path with your AI app.

Install it with your AI

Add mBank CSV Parser 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 mBank CSV Parser 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 4,609 MCP servers here for you.

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Who it's for

People in Poland who use mBank and want quick answers about their transactions, especially freelancers and small business owners doing monthly bookkeeping.

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