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Bankstatemently

@bankstatementlyMCP server · External

Convert PDF bank statements into structured transactions, accounts, and balances.

Bankingv2.1.0MIT
Freeno charge per call

One address for any MCP client. No sign-in needed on this server.

What it does

8 read1 act9 other

Grouped by tool name. At most: creates or changes data: records, files, settings.

What it costs

Free

Odel charges nothing per call. The publisher may charge for its own service.

Tools

18 · grouped by tool name · checked 8 Oct 2026

Read · 8Look things up

  • convert_statement
  • get_statement
  • list_statements
  • get_credits
  • list_transactions
  • compare
  • list_transfers
  • list_outflows

Act · 1Change something

  • request_upload

Other · 9Neither hinted nor named

  • categorize_statement
  • dismiss_statement
  • adjudicate_transfers
  • rate_statement
  • evaluate_benchmark
  • aggregate
  • group_by
  • top_n
  • time_series
Try it in the Inspector
README2 min read

bankstatemently/plugins

plugins MCP server

Marketplace plugins for Bankstatemently — convert bank statements.

Install via Claude Code marketplace

bash
/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:

bash
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):

bash
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:

bash
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:

bash
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:

bash
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).

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