ChatGPT and Claude connector
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Reconciled bank statements, inside ChatGPT and Claude
Add DocuClipper as a connector and ask in plain language. Your assistant gets every transaction, the reconciliation result for each statement period, invoice data with a totals check, and fraud scores, from your DocuClipper account.
4.7/5(124 reviews)Trusted by 10,000+ finance teams14-day free trialNo credit card required
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Can ChatGPT or Claude convert bank statements accurately?
On their own, they read a PDF and write a table, without checking it against the bank's numbers. With the DocuClipper connector, the assistant asks DocuClipper to convert the statement, gets every row back, and is told whether each statement period adds up from the printed opening balance to the printed closing balance. You keep working in the chat; the numbers come from a system built to check them.
Server URL (ChatGPT, Claude and other MCP clients)
https://www.docuclipper.com/api/v1/agent/mcpRemote MCP over Streamable HTTP. OAuth sign-in for ChatGPT and Claude; a Personal Access Token as a Bearer header for your own agents.
Connect in three steps
- 1
Add DocuClipper as a connector
In ChatGPT, open Plugins, click Add and choose Add custom MCP server. In Claude, open Customize, then Connectors, click Add and add a custom connector. Paste https://www.docuclipper.com/api/v1/agent/mcp as the server URL.
- 2
Sign in to DocuClipper
Leave authentication on OAuth. The assistant opens DocuClipper; sign in and click Allow on the consent screen.
- 3
Ask for what you need
Attach a statement in ChatGPT and ask for the transactions, or in Claude ask it to convert a statement and use the upload link it gives you. Ask about documents already in your projects by name.
Step-by-step with screenshots: Connect DocuClipper to ChatGPT or Claude. Building your own agent: Connect DocuClipper to AI agents (MCP).
What the assistant gets from DocuClipper
The same conversion, reconciliation and fraud checks as the web app, called from the chat.
Every statement checked against its balances
With the transactions, the assistant gets each statement period's reconciliation result: whether the rows add up from the printed opening balance to the printed closing balance. Ask "did every statement reconcile?" to see which periods to check.
Every page, not a sample
DocuClipper converts the whole file. Long statements come back in pages the assistant reads in order, so a several-thousand-row statement stays complete.
Invoices with a totals check
Vendor, invoice number, dates, subtotal, tax, total and line items, with a check that subtotal plus tax equals the total and the line items add up to the subtotal. A PDF holding several invoices returns each one.
Ask whether a document was edited
"Does this statement look edited?" returns the document's 0-100 authenticity score with the reasons behind it, for bank and credit card statements, invoices and receipts, and pay stubs. Business and Enterprise plans and the free trial.
Your projects, not just new uploads
The assistant can list your projects and read documents that reached DocuClipper any way: the web app, a watched Google Drive, Dropbox, Box or OneDrive folder, or your email-in address.
Sign in, no token to paste
ChatGPT and Claude connect through OAuth: you sign in to DocuClipper and click Allow. The assistant acts as you and sees only what your account can see.
Things to ask
- “Convert this statement to a CSV and tell me whether it reconciled.”
- “Which statements in my Smith & Co project didn't reconcile?”
- “Total the March debits for account 4821.”
- “Read these three invoices and list any whose line items don't add up to the subtotal.”
- “Does this applicant's bank statement look edited?”
Tools
The tool registry is discovered at connect time, so clients always get the current set. Read tools are marked read-only; conversion tools create documents and use pages. No tool deletes anything.
| Tool | What it does |
|---|---|
| convert_bank_statement | Converts a statement and returns its transactions (JSON or CSV) with the reconciliation result. |
| convert_invoice | Reads an invoice, bill or receipt: header fields, line items and the totals check. |
| convert_document | Starts a conversion job for files already uploaded (statements, invoices, receipts). |
| upload_url | Gets a presigned URL for sending a large file straight to storage. |
| get_job_status | Polls a job; once done, reports how many statement periods reconciled. |
| download_transactions | Fetches a finished job's transactions, paged, with the reconciliation result. |
| get_document_transactions | Fetches one document's rows, paged, with the reconciliation result. |
| get_invoices | Reads the invoices or receipts of a document or job. |
| list_projects | Lists the projects your account can read. |
| list_documents | Lists a project's documents with status, page and transaction counts, and reconciliation. |
| list_recent_documents | Lists your most recent uploads. |
| get_document | Status and summary for one document. |
| get_fraud_report | The 0-100 authenticity score and risk band, with the reasons behind it. |
| get_upload_link | A DocuClipper upload page for clients that cannot pass files to a tool. |
DocuClipper in ChatGPT and Claude: FAQ
Yes. Add https://www.docuclipper.com/api/v1/agent/mcp as a custom MCP server in ChatGPT or a custom connector in Claude, then sign in to DocuClipper when asked. The assistant can then convert bank statements and invoices, read your projects and extracted transactions, report which statement periods reconciled, and check documents for tampering.
A chat assistant reads a PDF and writes a table, which is fine for a short statement you will check by hand. It does not check that the rows add up to the bank's printed opening and closing balances, Claude reads the full content of PDFs only up to 100 pages, and the same file can give a different table on a second run. Through the connector, DocuClipper converts every page, ties each period to its printed balances and hands the assistant the result, so you know which statements to look at.
Every plan, including the 14-day free trial. Conversions use pages from your plan, the same as uploads in the web app. Fraud reports need a Business or Enterprise plan or the free trial.
Ask Claude to convert a statement or an invoice. Claude replies with a DocuClipper link to the upload page: open it, upload the file and click Convert, then tell Claude you are done. In ChatGPT you can attach the PDF to your message and ChatGPT passes it to DocuClipper directly.
Any client that supports remote MCP servers over Streamable HTTP can use https://www.docuclipper.com/api/v1/agent/mcp, with OAuth sign-in or a Personal Access Token sent as a Bearer header. Scripts and agents that only call HTTP can use the JSON routes under https://www.docuclipper.com/api/v1/agent/mcp/tools. There is no package to install.
The assistant acts as you and sees only what your DocuClipper account can see. Documents are processed in DocuClipper, which is SOC 2 Type II audited, and are not used to train third-party AI models. What the assistant does with the results is governed by your ChatGPT or Claude plan's own data settings.
The connector returns transactions, reconciliation results, invoice data and fraud scores. The full report for a set of statements (coverage, income, risk flags, cash flow, transfers, recurring payments and flow of funds) is in the project's Report tab in the web app, downloadable as PDF or Excel.