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BankConv

Convert PDF bank statements from your AI assistant: get clean transactions with signed amounts and real dates, or save CSV, OFX, QFX, QBO or Xero CSV files.

Finance & Fintech
No ratings
UpdatedNov 5, 2026

InstallRepository Website

Install BankConv

Pick your client, then add it in one click or paste the config.

STDIONode.js

~/Library/Application Support/Claude/claude_desktop_config.json

claude_desktop_config.json

{
  "mcpServers": {
    "bankconv": {
      "command": "npx",
      "args": [
        "-y",
        "bankconv-mcp"
      ]
    }
  }
}

Settings → Developer → Edit Config, merge this into mcpServers, then fully quit and reopen Claude Desktop.

Overview

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From the project README

BankConv MCP server

Convert PDF bank statements into transactions, CSV, OFX, QFX, QBO or Xero CSV from Claude, Cursor, VS Code and other AI assistants.

Point your assistant at a statement on your computer and ask for what you need: the transactions to analyse, a CSV, or a file your accounting software imports. The server uploads the PDF to BankConv, waits for the conversion and either returns the transactions or saves the file next to the PDF.

Code

You: Convert ~/Downloads/chase-september.pdf to QBO for QuickBooks Desktop.
Assistant: Saved QBO to ~/Downloads/chase-september.qbo.

What you get

Transactions with real dates, one signed amount (money in positive, money out negative) and the running balance. Opening balance and total lines are left out.
Files: CSV, OFX (Xero, Sage, MYOB, QuickBooks Online), QFX (Quicken), QBO (QuickBooks Desktop Web Connect, with your bank's QuickBooks ID) and Xero CSV (Xero's own columns).
Password-protected PDFs, scanned statements and multi-page statements.

Setup

Create an API key in BankConv under Team → API keys (https://app.bankconv.com/teams/api-keys). Conversions use pages from your BankConv plan.
Add the server to your assistant with the key in BANKCONV_API_KEY.

Claude Code

Terminal

claude mcp add bankconv -e BANKCONV_API_KEY=sk_live_your_key -- npx -y bankconv-mcp

Claude Desktop

One click: download bankconv.mcpb and open it. Claude Desktop installs the server and asks for your API key.

Or add this to claude_desktop_config.json (Settings → Developer → Edit Config):

config.json

{
  "mcpServers": {
    "bankconv": {
      "command": "npx",
      "args": ["-y", "bankconv-mcp"],
      "env": { "BANKCONV_API_KEY": "sk_live_your_key" }
    }
  }
}

Cursor, Windsurf and other clients

Use the same command, args and env in the client's MCP settings (for Cursor, ~/.cursor/mcp.json).

VS Code

config.json

{
  "servers": {
    "bankconv": {
      "command": "npx",
      "args": ["-y", "bankconv-mcp"],
      "env": { "BANKCONV_API_KEY": "sk_live_your_key" }
    }
  }
}

Requires Node.js 20 or later.

Tools

Tool	What it does
`convert_statement`	Convert a PDF on this computer. Returns the transactions, or saves CSV, OFX, QFX, QBO or Xero CSV (next to the PDF unless you give `save_to`). Takes the PDF password if there is one.
`get_transactions`	Get the transactions of an earlier conversion.
`download_statement`	Save an earlier conversion as CSV, OFX, QFX, QBO or Xero CSV (in Downloads unless you say where).
`list_conversions`	List recent conversions with their status.
`get_credits`	Check how many pages are left this billing period.

Example prompts

"Convert statement.pdf and tell me my five biggest expenses."
"Turn every PDF in ~/Statements/2026 into OFX files for Xero."
"Convert amex-march.pdf to QBO for QuickBooks Desktop. The PDF password is 4821."
"Total my September spending by category from chase-sep.pdf."

Agent skill

For agents without MCP support, skills/bankconv/SKILL.md teaches the same workflow through the REST API with curl.

Privacy

The PDF is uploaded to BankConv over HTTPS and processed there. The PDF and its converted files are deleted automatically after 24 hours, or 48 or 72 hours if your team chose a longer window; see security and data handling. The server only reads the files you name and only writes the files you ask for.

Configuration

Variable	Default
`BANKCONV_API_KEY`	(required)	Your BankConv API key
`BANKCONV_API_URL`	`https://bankconv.com/api/v1`	API base URL

License

MIT

Read the full README View source on GitHub

Reviews

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Frequently Asked Questions about BankConv

Add the following block to your claude_desktop_config.json under mcpServers: "mcpServers": { "bankconv": { "command": "npx", "args": ["-y","bankconv-mcp"] } }

Convert PDF bank statements from your AI assistant: get clean transactions with signed amounts and real dates, or save CSV, OFX, QFX, QBO or Xero CSV files.

We don't have confirmed pricing for BankConv. Listing it on AllMCPs is free, but that says nothing about what the server itself costs — check the project's own site for current pricing.

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