Docs & AI · Official remote MCP server

The Statement to Budget MCP server,
connected in one click.

Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary. Connect the official Statement to Budget MCP server to Claude, ChatGPT, or Cursor through gate — one gateway URL, no config files, security-checked.

Connect Statement to Budget free How it works

Free to start · No credit card · No hosting needed

Use this server

Add Statement to Budget to your AI in one minute

Pick your client. Copy, paste, done — or let gate handle sign-ins and policies for you.

claude mcp add --transport http statement-to-budget https://www.statementtobudget.com/api/mcp

Run in your terminal, then restart Claude Code.

Statement to Budget · https://www.statementtobudget.com/api/mcp

What you can do

What your AI can do with Statement to Budget

Real prompts you can type the moment it's connected — no setup, no docs to read.

“Use “convert_statement”: Upload a bank statement (PDF, CSV, XLS, XLSX, or OFX) as base64 and run AI extraction + categorisation. Returns a session_id plus access.lev.”

“Use “get_job”: Poll a conversion job by session_id. Status is processing, complete, or error.”

“Use “get_transactions”: Fetch categorised transactions and a spending summary for a completed session. Preview sessions return 5 sample rows, locked_rows (date, cat.”

Security check

How secure is the Statement to Budget MCP server?

Every server in the gate directory has to pass the same four checks before your AI can touch it. Here's how Statement to Budget holds up.

✓ Verified directory serverStatement to Budget · statementtobudget.com

Official endpoint

Operated by Statement to Budget (statementtobudget.com) at its documented MCP endpoint — not a third-party mirror or community re-host.

No sign-in needed

This server only exposes public data — no account and no credentials are involved when you connect.

Scanned before it goes live

gate checks every tool for prompt injection, hidden instructions, data-exfiltration hints, and over-broad permissions before the server is available through your gateway.

Watched for drift

If Statement to Budget adds or changes tools later, gate re-scans and alerts you — before your AI acts on the change.

Run the free scanner on Statement to Budget's server →

How it works

Connected in three steps

Connect your gate

Add one gateway URL to Claude, ChatGPT, or any MCP client. One-time setup, about two minutes.

Pick Statement to Budget

Choose Statement to Budget in the gate directory. No sign-in needed.

Use it anywhere

Statement to Budget's tools are live in every AI client you've connected — with rules and logging built in.

Connect Statement to Budget free

Free to start · No credit card · No hosting needed

Straight from the server

The actual tools Statement to Budget exposes

Fetched live from the official endpoint and re-checked daily by gate — not marketing copy.

convert_statement — Upload a bank statement (PDF, CSV, XLS, XLSX, or OFX) as base64 and run AI extraction + categorisation. Returns a session_id plus access.lev

get_job — Poll a conversion job by session_id. Status is processing, complete, or error.

get_transactions — Fetch categorised transactions and a spending summary for a completed session. Preview sessions return 5 sample rows, locked_rows (date, cat

Author

Who runs the Statement to Budget MCP server?

statementtobudget.com

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Server facts

The Statement to Budget MCP server at a glance

Endpointhttps://www.statementtobudget.com/api/mcp

Operated byStatement to Budget (statementtobudget.com)

CategoryDocs & AI

Sign-inNone — public data only

Available in gateYes — one-click connect

Works withClaude, ChatGPT, Cursor & any MCP client

FAQ

Questions, answered

Is there an official Statement to Budget MCP server?

Yes — Statement to Budget operates its own remote MCP server at www.statementtobudget.com. gate connects you to that official endpoint and adds security scanning, per-tool access rules, and an activity log on top.

How do I connect Statement to Budget to Claude or ChatGPT?

Add gate's gateway URL to your AI client once, then pick Statement to Budget in the directory. No account or sign-in is needed. From then on, Statement to Budget's tools are available in every client you've connected to gate.

Do I need to host anything?

No. Statement to Budget runs the server, and gate is fully managed. You just connect one URL — there's nothing to install, deploy, or maintain.

Is the Statement to Budget MCP server safe to connect?

It's the vendor's official endpoint, and gate scans its tools for prompt injection and hidden instructions before it goes live, re-checks it whenever it changes, and lets you allow, block, or require approval for every single tool.