bankstatemently/plugins

MCP serverDocs & knowledge

Turn PDF bank statements into structured data your AI can actually use. Once added, your AI can read a statement and pull out the transactions, account details, and balances inside it.

Use bankstatemently/plugins in Claude, ChatGPT or Ahel Desktop

Free. Sign in, add bankstatemently/plugins and connect your AI. About a minute.

Also: Claude Code · Cursor · Codex

Then ask your AI: use the request upload tool from bankstatemently/plugins

Details

Available today. Use it from your connected AI after setup.

Add it, then share a PDF bank statement and ask your AI to pull out the transactions, accounts, and balances.

bankstatemently/pluginsStart free

What your AI can do with it

  • Convert PDF bank statements into structured transactions
  • Extract account details from statements
  • Read balances from statements

Install bankstatemently/plugins

The server’s own address, for the clients that take one directly. Or connect Ahel once and every client you use reads it from one address, with the account kept on Ahel rather than in each client’s config.

  • Claude Code

    claude mcp add --transport http --scope user bankstatemently-plugins 'https://api.bankstatemently.com/mcp'

    Run it once in your project, then open /mcp to approve any sign-in the server asks for.

  • Claude Desktop

    https://api.bankstatemently.com/mcp

    Add a custom connector in Settings, paste this address, and approve the sign-in.

  • Cursor

    cursor://anysphere.cursor-deeplink/mcp/install?name=bankstatemently-plugins&config=eyJ1cmwiOiJodHRwczovL2FwaS5iYW5rc3RhdGVtZW50bHkuY29tL21jcCJ9

    Open the link and Cursor adds the server at that address.

  • ChatGPT

    https://api.bankstatemently.com/mcp

    In Settings, enable Developer mode, create an MCP app, and paste this address. Your plan and workspace must allow custom apps.

  • Codex

    codex mcp add bankstatemently-plugins --url 'https://api.bankstatemently.com/mcp'

    Run it once, then sign in with codex mcp login bankstatemently-plugins if the server asks for an account.

From the project's README

As published by bankstatemently/plugins in README.md.

Marketplace plugins for Bankstatemently — convert bank statements.

Install via Claude Code marketplace

/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:

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):

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:

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:

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:

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).

Tools it offers (16)

What this server listed when Ahel dialed its public endpoint in Oct 2026, with no key and no account of yours. The names are the server’s own.

  • request_upload
  • convert_statement
  • get_statement
  • categorize_statement
  • list_statements
  • dismiss_statement
  • get_credits
  • rate_statement
  • evaluate_benchmark
  • list_transactions
  • aggregate
  • group_by
  • top_n
  • compare
  • time_series
  • list_transfers

Signals

GitHub stars
1
Last commit
Oct 2026
Advanced
Delivery
bankstatemently-mcp MCP server → your Ahel connector (mcp.ahel.ai) → your AI.
Item type
mcp-server
Key
io-github-bankstatemently-bankstatemently-mcp
Source
github.com/bankstatemently/plugins
Hosted endpoint
https://api.bankstatemently.com/mcp