BankConv

BankConv MCP server

Convert PDF bank statements into transactions, CSV, OFX, QFX, QBO or Xero CSV from Claude, Cursor, VS Code and other AI assistants.

Point your assistant at a statement on your computer and ask for what you need: the transactions to analyse, a CSV, or a file your accounting software imports. The server uploads the PDF to BankConv, waits for the conversion and either returns the transactions or saves the file next to the PDF.

You: Convert ~/Downloads/chase-september.pdf to QBO for QuickBooks Desktop.
Assistant: Saved QBO to ~/Downloads/chase-september.qbo.

What you get

• Transactions with real dates, one signed amount (money in positive, money out negative) and the running balance. Opening balance and total lines are left out.
• Files: CSV, OFX (Xero, Sage, MYOB, QuickBooks Online), QFX (Quicken), QBO (QuickBooks Desktop Web Connect, with your bank's QuickBooks ID) and Xero CSV (Xero's own columns).
• Password-protected PDFs, scanned statements and multi-page statements.

Setup

1. Create an API key in BankConv under Team → API keys (https://app.bankconv.com/teams/api-keys). Conversions use pages from your BankConv plan.
2. Add the server to your assistant with the key in BANKCONV_API_KEY.

Claude Code

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

Claude Desktop

One click: download bankconv.mcpb and open it. Claude Desktop installs the server and asks for your API key.

Or add this to claude_desktop_config.json (Settings → Developer → Edit Config):

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

Cursor, Windsurf and other clients

Use the same command, args and env in the client's MCP settings (for Cursor, ~/.cursor/mcp.json).

VS Code

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

Requires Node.js 20 or later.

Tools

Tool	What it does
convert_statement	Convert a PDF on this computer. Returns the transactions, or saves CSV, OFX, QFX, QBO or Xero CSV (next to the PDF unless you give save_to). Takes the PDF password if there is one.
get_transactions	Get the transactions of an earlier conversion.
download_statement	Save an earlier conversion as CSV, OFX, QFX, QBO or Xero CSV (in Downloads unless you say where).
list_conversions	List recent conversions with their status.
get_credits	Check how many pages are left this billing period.

Example prompts

• "Convert statement.pdf and tell me my five 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 September spending by category from chase-sep.pdf."

Agent skill

For agents without MCP support, skills/bankconv/SKILL.md teaches the same workflow through the REST API with curl.

Privacy

The PDF is uploaded to BankConv over HTTPS and processed there. The PDF and its converted files are deleted automatically after 24 hours, or 48 or 72 hours if your team chose a longer window; see security and data handling. The server only reads the files you name and only writes the files you ask for.

Configuration

Variable	Default
BANKCONV_API_KEY	(required)	Your BankConv API key
BANKCONV_API_URL	https://bankconv.com/api/v1	API base URL

Links

• BankConv · MCP server page · API docs · Supported banks

License

MIT