About pdfvera
pdfvera converts German PDF invoices into e-invoices and Brazilian bank statement PDFs into OFX, CSV, or Excel for people handling these documents. It reads files locally, processes them through the pdfvera API, and writes results to disk.
Key features
- 01Convert invoices to XRechnung and ZUGFeRD
- 02Validate against KoSIT rules and report
- 03Convert statements to OFX, CSV, and Excel
- 04Write statement files after balance checks
- 05Check plan and monthly usage
Use cases
- 01Convert German invoices to e-invoices
- 02Precheck invoice files without using quota
- 03Export Brazilian bank statement data
- 04Check remaining monthly conversions
MCP support
The local MCP server lets AI assistants invoke the pdfvera API for document conversions. It exposes invoice conversion, statement conversion, and usage lookup tools to MCP clients.
Configuration
Local server config is the same for every client. Copy it into your client’s MCP config file.
Tools
3Saved tool list · updated 3d ago
| Parameter | Type | Required | Description |
|---|---|---|---|
| role | enum | No | Whether the user issued (issuer) or received (recipient) the invoice; only changes the wording of the questionsissuer | recipient |
| answers | object | No | Values for missing fields, keyed by questions[].field, e.g. {"buyer_reference": "04011000-12345-06"} |
| pdf_path | string | Yes | Path of the PDF invoice on this computer |
| check_only | boolean | No | Only check, write no files and use no quota |
| output_dir | string | No | Folder for the result files; default: the PDF's folder |
| corrections | object | No | Corrections of values read from the PDF, keyed by found[].edit[].key, e.g. {"fix:number": "RE-2026-0042"} |
Details
From the project READMEpdfvera MCP server
Lets AI assistants like Claude and Cursor convert documents with pdfvera:
- German PDF invoices into e-invoices: XRechnung 3.0 (UBL and CII) and a ZUGFeRD PDF (EN 16931), checked against the official KoSIT rules, plus a check report. If mandatory data is missing, the assistant asks you for it.
- Brazilian bank statement PDFs (extrato bancário) into OFX, CSV and Excel: OFX for Domínio, Alterdata, Conta Azul or Omie. Files are only written when the entries add up to the balances printed in the statement.
The server runs on your computer. It reads the PDF from your disk, sends it to the pdfvera API with your API key and writes the result files next to the PDF.
Requirements
- A pdfvera plan. The API and this server are included in every plan, with the same monthly quota as the website (Preise, Preços). Checking a PDF without writing files (
check_only) is free. - An API key, created in your pdfvera account (Konto, Conta).
- Node.js 18 or newer (not needed for the Claude Desktop extension).
Install
Claude Code
claude mcp add pdfvera -e PDFVERA_API_KEY=pv_YOUR_KEY -- npx -y pdfvera-mcp@latest
Or as a plugin. The plugin has no MCP server; it is a skill that lets Claude call the pdfvera API with curl. It reads the key from PDFVERA_API_KEY, so first add { "env": { "PDFVERA_API_KEY": "pv_YOUR_KEY" } } to ~/.claude/settings.json, then:
/plugin marketplace add pdfvera/pdfvera-mcp
/plugin install pdfvera@pdfvera
Cursor (~/.cursor/mcp.json) and other MCP clients
{
"mcpServers": {
"pdfvera": {
"command": "npx",
"args": ["-y", "pdfvera-mcp@latest"],
"env": { "PDFVERA_API_KEY": "pv_YOUR_KEY" }
}
}
}
Claude Desktop: download pdfvera.mcpb, open it and enter the API key.
Tools
| Tool | What it does |
|---|---|
convert_invoice | PDF invoice to XRechnung (UBL, CII), ZUGFeRD and a check report. Returns missing fields as questions; answers and corrections go back in the next call. |
convert_bank_statement | Brazilian bank statement PDF to OFX, CSV and Excel, after checking the balance. Handles password-protected PDFs (password or cpf). |
get_usage | Your plan and how much of the monthly quota is used. |
Each converted document counts once against the monthly quota. The same PDF again in the same month does not count; check_only never counts.
Example prompts
- "Convert ~/Rechnungen/RE-2026-0042.pdf into an XRechnung. It's an invoice I sent to a public authority."
- "Check whether all PDFs in ~/Rechnungen/November can be turned into e-invoices, without using my quota."
- "Converte o extrato ~/Downloads/extrato-itau-outubro.pdf em OFX para o Domínio."
- "The statement PDF is password protected; the account holder's CPF is 123.456.789-09. Try again."
- "How many conversions do I have left this month?"
Privacy policy
This program stores nothing. It sends the PDF you name and your answers to pdfvera.com over HTTPS and writes the results to your disk. What pdfvera does with uploaded documents is described in the privacy policies: Datenschutzerklärung (invoices) and Política de privacidade (bank statements). In short: invoice PDFs are processed in the EU and not kept; bank statement PDFs sent through the API are never kept. Only a hash of each converted PDF is stored, so the same document is not counted twice. Bank statements that pdfvera's rules cannot read are sent to the Anthropic API to read the entries; Anthropic deletes that data within 30 days and does not train on it.
Troubleshooting
- "No pdfvera API key": set
PDFVERA_API_KEYin the server configuration (for the plugin: in~/.claude/settings.jsonunderenv) and restart the assistant. - "The API key is missing, wrong or revoked": create a new key in your pdfvera account.
- "no active plan" / "quota is used up": files need a plan;
check_onlyworks without one. - The assistant doesn't see the tools: check that
node --versionprints 18 or newer and restart the assistant. - Not converted, fields missing: the assistant should ask you for the listed fields; you can also answer them on pdfvera.com.
Support
Questions and bugs: GitHub issues or [email protected]. Security reports: see SECURITY.md.
License
MIT for this MCP server. The pdfvera service itself is subject to its terms.
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.