Official MCP server

Process bank statements from ChatGPT or any MCP client

Use the OAuth-protected ChatGPT app for focused statement processing, or install the local server for all 24 bankstatement.ai workflows.

Before installing

Node.js 22+. API token recommended; anonymous free mode supported.

Create API token

Same backend

MCP calls production API routes. Parsing, credits, billing, ownership, and retention stay centralized.

Parity tested

CI fails when frontend gains a capability without a matching MCP tool or backend route.

Private by default

Credentials stay in MCP environment. Downloads use paths you explicitly choose.

ChatGPT app

Nine focused tools. OAuth protected.

Attach a PDF, CSV, or XLSX statement explicitly in ChatGPT. The app preflights, processes, polls, returns private results, and prepares temporary exports. Password, API-key, billing, and article tools are excluded.

get_account_usagepreflight_statementprocess_bank_statementprocess_bank_statementsget_processing_statusget_statement_resultemail_statement_resultdownload_statement_exportdownload_combined_export

Connect with bankstatement.ai OAuth

Never paste a password or API token into chat. Only files you explicitly attach are sent for processing.

Step 1

Install in Codex

Run once, restart Codex, then verify with /mcp or codex mcp list.

Terminal

codex mcp add bankstatement \
  --env BANKSTATEMENT_API_TOKEN=bsai_live_REPLACE_ME \
  -- npx -y bankstatement-ai-mcp

Protect credentials and financial data

Replace placeholder locally. Never commit token, paste it into chat, or test with a real bank statement.

Step 2

Any stdio MCP client

Use this generic server entry when your client accepts JSON configuration.

MCP config

{
  "mcpServers": {
    "bankstatement": {
      "command": "npx",
      "args": ["-y", "bankstatement-ai-mcp"],
      "env": {
        "BANKSTATEMENT_API_TOKEN": "bsai_live_REPLACE_ME"
      }
    }
  }
}

Full parity

24 tools. No frontend gaps.

1 resource · 1 prompt

Statements and results

preflight_statementcreate_statement_jobcreate_statement_jobsget_jobget_resultemail_resultdownload_exportdownload_combined_export

Account and authentication

get_accountcreate_anonymous_deviceregister_accountloginlogoutrequest_password_resetreset_passwordget_api_tokenrotate_api_tokenlist_api_calls

Billing

list_planscreate_subscription_checkoutsync_subscriptioncancel_subscription

Published content

list_blog_postsget_blog_post

Recommended workflow

Ask client to use process_bank_statements. Server preflights files, starts accepted jobs, polls status, fetches verified results, then downloads CSV/XLSX only when requested.

REST API docs npm package