For agents

Statement to Budget exposes an MCP server so bookkeeping and finance agents can convert a statement and get categorized JSON back. Humans use the same pipeline on the homepage — no signup required to view results.

MCP endpoint

POST https://statementtobudget.com/api/mcp
Content-Type: application/json

JSON-RPC 2.0 methods: initialize, tools/list, tools/call, ping

Tools

convert_statement — filename, content_base64, optional password. Returns session_id.
get_job — poll session_id until complete or error.
get_transactions — categorized transactions + spending summary.

Cursor / Claude config

{
  "mcpServers": {
    "statement-to-budget": {
      "url": "https://statementtobudget.com/api/mcp"
    }
  }
}

Discovery: /llms.txt. Do not upload statements you are not authorized to process. Files are deleted after analysis.