mcp-bank-statement MCP Server

Works with Claude Desktop, Claude Code, Cursor and any Model Context Protocol client. Runs on your own machine, or hosted with no install.

Local serverstdioMIT

What is the mcp-bank-statement MCP Server?

mcp-bank-statement is an MCP project maintained in the theluckystrike/mcp-bank-statement repository. The maintainer describes its purpose as “Works with Claude Desktop, Claude Code, Cursor and any Model Context Protocol client. Runs on your own machine, or hosted with no install”. Read the project documentation for the complete scope.

Local setup

The project provides a local client configuration using node. Follow the repository’s build and installation steps before copying it, and replace example paths with the paths on your own computer.

Source

Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

Tool	What it does
statement_import	Read a bank CSV into the ledger. Detects the header row under any preamble, the date, description, amount (or debit and credit) and currency columns, the…
transactions_list	List transactions in a date range, filtered by account, category or uncategorized, with totals per currency
transactions_search	Find transactions whose description, counterparty, category or account contains the query. Substring only, never a regex
category_rules	Set or list the rules that categorise transactions. An empty match is refused, because it would stamp one category on the whole ledger. A plain match is a…
transaction_categorize	Set the category on transactions by id. Nothing changes unless every id exists
statement_summary	Money in, money out and the net for a range, grouped by category, month, account or counterparty, always per currency
reconcile_expenses	Match bank debits against the receipts in mcp-expense-tracker: same currency, same amount, within a date window. Reports matches, bank lines with no receipt…
recurring_detect	Find subscriptions and recurring charges: the same counterparty, an amount that barely moves, a steady cadence. Reports the cadence, the typical amount, the…
statement_export	Write a range to csv or json and return the path. Written atomically, so a failure never leaves a half file. Replacing an existing file is allowed and reported
accounts_list	The imported accounts, with bank, currencies, transaction count, date range and last balance
license_status	Show free or Pro mode
license_activate	Activate a Pro key (verified offline)

How to install the mcp-bank-statement MCP Server

{
  "mcpServers": {
    "bank-statement": {
      "command": "node",
      "args": [
        "/absolute/path/to/mcp-bank-statement/dist/index.js"
      ]
    }
  }
}

From the project documentation. Replace placeholders and example paths before connecting.