About Bankstatemently
Bankstatemently provides an MCP server for turning PDF bank statements into structured data. Its tools also list statements, check credits, and run benchmark evaluations.
Key features
- 01Convert PDF statements
- 02List statements
- 03Check credits
- 04Run benchmark evaluations
Use cases
- 01Extract transactions from PDF statements
- 02Review available statement records
MCP support
Provides bank-statement conversion and related tools through a hosted MCP server or a locally run stdio server. Clients can authenticate through browser sign-in or an API key.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://api.bankstatemently.com/mcpclaude mcp add --transport http bankstatemently-bankstatemently https://api.bankstatemently.com/mcp{"mcpServers":{"bankstatemently-bankstatemently":{"type":"http","url":"https://api.bankstatemently.com/mcp"}}}Open in Cursor{"servers":{"bankstatemently-bankstatemently":{"type":"http","url":"https://api.bankstatemently.com/mcp"}}}Open in VS Code{"mcpServers":{"bankstatemently-bankstatemently":{"type":"http","url":"https://api.bankstatemently.com/mcp"}}}{"mcpServers":{"bankstatemently-bankstatemently":{"serverUrl":"https://api.bankstatemently.com/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
https://api.bankstatemently.com/mcpAuth requiredTools
22| Parameter | Type | Required | Description |
|---|---|---|---|
| count | integer | No | Batch size — mint this many independent single-use upload URLs in one call instead of calling request_upload once per file. When set, the response returns "uploads": an array of that many { upload_id, upload_url } pairs. Omit for the default single-URL response. |
Details
From the project READMEbankstatemently/plugins
Marketplace plugins for Bankstatemently — convert bank statements.
Install via Claude Code marketplace
/plugin marketplace add bankstatemently/plugins
/plugin install bankstatemently@bankstatemently
After installing, enable the plugin. The first tool call opens your browser to sign in; the plugin asks for no settings.
For a headless setup (CI, scripts), skip the plugin and add the server directly with an API key — see below. Get a key at bankstatemently.com/developer.
Plugins
- bankstatemently — MCP server for converting bank statements. Convert PDFs, list statements, check credits, run benchmark evaluations.
Claude Code direct install (no plugin)
Add the hosted MCP server directly and sign in with your browser:
claude mcp add --transport http bankstatemently https://api.bankstatemently.com/mcp
For a headless setup, pass an API key in the X-API-Key header instead (the server rejects Authorization: Bearer):
claude mcp add --transport http bankstatemently https://api.bankstatemently.com/mcp \
--header "X-API-Key: <your-bsk_live_key>"
Codex
Codex has native OAuth support. This one command detects our server's discovery metadata and opens your browser to sign in — no key is ever stored:
codex mcp add bankstatemently --url https://api.bankstatemently.com/mcp
For headless or CI setups where a browser sign-in isn't possible, use an API key via the mcp-remote bridge instead. Export the key in the shell that launches Codex, before it starts:
export BANKSTATEMENTLY_API_KEY=bsk_live_...
codex mcp add bankstatemently -- npx -y mcp-remote@latest https://api.bankstatemently.com/mcp --header "X-API-Key: ${BANKSTATEMENTLY_API_KEY}"
Codex doesn't yet surface plugin-declared MCP servers into sessions, so the plugin install above (and its bundled skill) isn't available in Codex today — use the commands above instead.
Credential managers & sandboxed clients: never fetch a secret from Keychain, 1Password, or another credential manager inside the MCP server command itself — Codex runs that command sandboxed at tool discovery, so a credential-manager lookup dies silently and the server's tools never appear. Export the key in the shell that launches Codex instead. Also note that mcp-remote logs its resolved header values to stderr, so a wrapper-resolved key can end up in your client logs.
Run over stdio
For stdio-only clients (Claude Desktop's config file, Cursor, headless
setups) or a directory scanner that launches the server locally, clone the
public repo and run the self-contained mcp-stdio server directly — no
Docker, no bridge process:
git clone https://github.com/bankstatemently/plugins.git
cd plugins/mcp-stdio
npm install --omit=dev
BANKSTATEMENTLY_API_KEY=bsk_live_... node dist/stdio.js
BANKSTATEMENTLY_API_KEY is optional at startup: initialize/tools/list
answer with no network call and no key either way, so an uncredentialed
directory probe still sees the full tool list. A tools/call with no key
returns the same auth-required result the hosted server returns. Export the
key in the shell or runtime environment that launches the process — never
resolve it inside the MCP command (a credential-manager lookup inside a
sandboxed client's command dies silently, same caveat as the Codex section
above).
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.