statementedge-mcp-server

Model Context Protocol server for StatementEdge. Convert PDF bank statements into structured data directly from Claude Desktop, Claude Code, or any MCP-aware client.

What you get

Three tools exposed to your agent:

• convert_bank_statement — Pass a local PDF path. Returns a job id immediately, or the full parsed statement if you set wait_for_completion: true. Set export_to: "qbo" | "xlsx" | "csv" | "xero-csv" | "sage-csv" | "ofx" | "qfx" to also write a native file to disk in the same call. Optional password for encrypted PDFs.
• get_conversion_status — Poll a job by id. Returns the full statement (bank, account, opening/closing balances, period, every transaction with date / description / amount / balance / direction / flagged) once it's done.
• export_bank_statement — Download a previously-converted statement as a native file (CSV, Excel .xlsx, QuickBooks .qbo, Quicken .qfx, generic .ofx, Xero CSV, or Sage 50 CSV). Returns the absolute file path so your agent can hand off to the next step.

Typical agent prompts that work end-to-end:

Convert ~/Downloads/aib-feb-2026.pdf to a QuickBooks .qbo file and save it next to the PDF.

I have 12 statements in ~/clients/acme/. Convert each one and export to Xero CSV in ~/clients/acme/xero/.

Convert ~/jan.pdf (password "PRIVATE2026"), export to Excel, then reconcile against the trial balance in ~/tb.csv.

Convert ~/statement.pdf and tell me how much I spent at Tesco. (No export needed — just the parsed data in chat.)

Setup

1. Get an API key

Sign up at https://www.statementedge.com, then go to Dashboard → API keys → Create key. Tokens look like se_live_…. API access is included on every plan (free tier = 7 pages/day).

2. Add to your MCP client config

Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, %APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "statementedge": {
      "command": "npx",
      "args": ["-y", "statementedge-mcp-server"],
      "env": {
        "STATEMENTEDGE_API_KEY": "se_live_…"
      }
    }
  }
}

Claude Code (~/.claude/config.json or via claude mcp add):

claude mcp add statementedge \
  --command "npx" \
  --args "-y" "statementedge-mcp-server" \
  --env "STATEMENTEDGE_API_KEY=se_live_…"

Restart your client; the two tools become available.

3. (Optional) Point at a different StatementEdge environment

Set STATEMENTEDGE_BASE_URL to override the default of https://www.statementedge.com. Useful when testing against http://localhost:3000 during development.

Usage examples

Once configured, ask your agent in plain English:

| Prompt | What happens | |---|---| | "Convert ~/statement.pdf and wait for it" | convert_bank_statement with wait_for_completion: true | | "Convert these 5 PDFs" | Tool called 5× with each path | | "Check status of job 5f3a..." | get_conversion_status | | "Convert ~/locked.pdf, password is XYZ" | convert_bank_statement with the password arg |

The agent can read the returned JSON, do reconciliation, generate summaries, or pipe transactions into your spreadsheet — all in one conversation.

Privacy

• Source PDFs are auto-deleted from StatementEdge storage within 1 hour of a successful conversion
• We never train any model on your uploaded documents
• Storage and compute are in EU-Frankfurt; full Privacy Policy and a DPA available on the Business plan

Pricing

Same plan applies as the web app — your page allowance covers both API and UI usage. See https://www.statementedge.com/pricing.

Issues / feature requests

File at https://github.com/saipradeep77/statementedge-mcp-server/issues or via https://www.statementedge.com/contact.