mcp-statement-of-account 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-statement-of-account MCP Server?

mcp-statement-of-account is an MCP project maintained in the theluckystrike/mcp-statement-of-account 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.

ToolWhat it does
statement_buildOne client's statement for a period: opening balance, invoices issued, payments received, credit notes, deposits applied, closing balance. Every figure in…
statement_agingWhat is owed, split into 0-30, 31-60, 61-90 and over 90 days past the due date as at a chosen date, for one client or for everyone, per currency
statement_textThe same statement as plain text, movements in date order, ready to paste into an email
statement_pdfThe same statement as an A4 PDF titled STATEMENT OF ACCOUNT, on the same page layout as your invoices and credit notes
dunning_textA payment chaser at level 1 (friendly), 2 (firm) or 3 (final demand), with the overdue list and your bank details
statements_reportEvery client at once: what is outstanding per currency, aged, and the oldest overdue invoice in the book
license_statusFree or Pro, and where to upgrade
license_activateActivate a Pro key

How to install the mcp-statement-of-account MCP Server

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

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