Bank Statement MCP
4.7/5(91+ reviews)Trusted by 10,000+ finance teams
Bank Statement MCP: AI Agents That Read PDF Bank Statements
Drop a PDF into Claude Desktop or invoke from Cursor and your agent gets back reconciled transactions, account info, and balances. 9,000+ banks supported, no per-bank templates.
4.7/5(91+ reviews)Trusted by 10,000+ finance teams14-day free trialNo credit card required
Install
Add this snippet to Claude Desktop, Cursor, or Continue config and restart.
claude_desktop_config.json
{
"mcpServers": {
"docuclipper": {
"command": "npx",
"args": ["-y", "docuclipper-mcp"],
"env": {
"DOCUCLIPPER_PAT": "dcp_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"
}
}
}
}Example: combine a year of statements
User: Combine the 12 monthly Chase statements in ~/2025/ into one CSV, sorted by date, with a column showing which month each transaction came from.
Claude (calls docuclipper.convert_bank_statement on each, merges):
- 12 statements processed; 12/12 reconciled
- 1,247 transactions across 365 days
- Wrote chase-2025.csv (date, description, amount, balance, source_month)What the agent receives
json
{
"documentId": "doc_3fa85f64-5717-4562-b3fc-2c963f66afa6",
"status": "completed",
"documentType": "bankStatement",
"account": {
"number": "****1234",
"holder": "Acme Corp",
"periodStart": "2026-04-01",
"periodEnd": "2026-04-30",
"openingBalance": 12450.18,
"closingBalance": 18327.42
},
"transactions": [
{ "date": "2026-04-02", "description": "ACH Deposit – Stripe", "amount": 2450.00, "balance": 14900.18 },
{ "date": "2026-04-03", "description": "AWS", "amount": -842.17, "balance": 14058.01 }
],
"reconciled": true
}Why agents pick this for bank statements
Same extraction engine as the DocuClipper REST API, surfaced as MCP tools.
9,000+ banks
Chase, Bank of America, Wells Fargo, Capital One, Citi, US Bank, Truist, plus 9,000+ regional and international banks. No per-bank templates required.
Reconciled transactions, typed JSON
The MCP tool returns structured rows: date, description, amount, running balance, plus account info and a reconciled flag your agent can branch on.
One-shot or async tools
convert_bank_statement handles small files end-to-end. For large statements, use upload_url -> convert_document -> get_job_status -> download_transactions.
Native to Claude, Cursor, Continue
Tools are discovered live by your MCP client. Drop a PDF in Claude Desktop or invoke programmatically from Cursor or Continue.
PAT auth
Personal Access Token in DOCUCLIPPER_PAT. Rotate or revoke any time.
No install, just npx
command: npx, args: [-y, docuclipper-mcp]. Tool registry fetched on demand so you always get the latest set.
Bank Statement MCP FAQ
A Model Context Protocol server that exposes bank statement extraction as native tools to AI clients. Your agent can upload a PDF and get back structured transactions without writing custom integration code.
Claude Desktop, Cursor, Continue, Cline, and any client that speaks Model Context Protocol over stdio.
9,000+ banks worldwide, including all major US banks (Chase, Bank of America, Wells Fargo, Capital One, Citi, US Bank, Truist, PNC, TD, Fifth Third), regional and credit-union banks, and international banks across the UK, EU, Canada, Australia, and Latin America.
Account information (number, holder, period), opening and closing balances, a transactions array with date, description, amount, and running balance, and a reconciled flag indicating whether the extracted balance matches the printed statement balance.
Yes. The extraction engine handles both text-native PDFs (online banking exports) and scanned image PDFs. OCR runs automatically when needed.
Bearer-token auth using a Personal Access Token (PAT) scoped to your DocuClipper account. Generate a PAT under Settings > API & Webhooks; drop it in DOCUCLIPPER_PAT in your MCP client env.
convert_bank_statement is intended for files under ~10 MB. For larger or slower jobs, use the async path: upload_url to get a presigned S3 URL, PUT the file, call convert_document, then poll get_job_status and finish with download_transactions.