Convert bank statements from your AI assistant

Set it up

1. Sign in to BankConv and create an API key under Team → API keys. The full key is shown once, so copy it.
2. Add the server to your assistant with the key, using the snippet for your app below.
3. Restart the app if it asks, then ask it to convert a statement.

Claude Code

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

Claude Desktop

Open Settings, then Developer, then Edit Config, and add this to claude_desktop_config.json:

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

Cursor, Windsurf and other apps

Use the same command, args and env in the app's MCP settings. In Cursor that is ~/.cursor/mcp.json.

VS Code

Add this to .vscode/mcp.json in your project, or to your user MCP settings:

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

The server needs Node.js 20 or later. npx downloads it the first time it runs.

Tools

The assistant picks the tool from what you ask. You don't call them by name.

What the assistant gets back

For transactions, the server returns a short summary, then every row as JSON. Opening balances and total lines are left out, money in is positive and money out is negative, and dates are full ISO dates even when the statement prints only day and month. This is the reply for our sample statement (sample data, Harbor & Pine Bank, Sep 1 – Sep 30, 2026):

10 transactions from 2026-09-01 to 2026-09-30 in USD.
Account: Harbor & Pine Bank · checking · XXXX4821.
Money in 6810.70, money out -7432.19.

{
  "institution": "Harbor & Pine Bank",
  "country": "US",
  "account_type": "checking",
  "currency": "USD",
  "period": {
    "start": "2026-09-01",
    "end": "2026-09-30"
  },
  "transaction_count": 10,
  "transactions": [
    {
      "date": "2026-09-01",
      "description": "Card purchase · Adobe Creative Cloud",
      "reference": null,
      "amount": "-59.99",
      "balance": "8352.38"
    },
    {
      "date": "2026-09-02",
      "description": "Stripe transfer · ST-7Q2KX",
      "reference": null,
      "amount": "2486.50",
      "balance": "10838.88"
    },
    {
      "date": "2026-09-03",
      "description": "ACH debit · Gusto payroll",
      "reference": null,
      "amount": "-4120.00",
      "balance": "6718.88"
    },
    …
  ]
}

For a file, the assistant gets back only where the file was saved, plus any warnings, such as a bank QuickBooks doesn't list. The same data is available without an assistant from the transactions endpoint of the API.

Which file for which software

Things to ask

• “Convert ~/Downloads/september.pdf and list my ten 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 spending by category from chase-sep.pdf and flag anything that looks like a subscription.”
• “Check that the transactions in this statement add up to the closing balance it prints.”

Asking for the transactions is the useful part: the assistant can then total, categorise, compare months or check the balance, which a spreadsheet would make you do by hand.

What it costs

The server is free. Conversions use your BankConv pages, the same as on the website: each PDF page uses one page. A free account's first statement converts free, up to 5 pages. After that you need a plan's monthly pages; see pricing. Ask the assistant “how many BankConv pages do I have left?” to check.

What leaves your computer

• To BankConv: only the PDFs you name, over HTTPS, with the password if you give one. The PDF and its converted files are deleted after 24 hours by default. See security and data handling.
• To your AI provider: what the assistant reads back. That means the transactions if you ask for them, or only the file path if you ask for a file. A password you type is part of the chat.
• On your disk: the files you asked for, and nothing else. The server reads only the files you name.

Your API key stays in your app's MCP settings and goes only to BankConv. You can revoke it under Team → API keys at any time.