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MCP Bank Statement in Claude Desktop

Bank CSV exports categorised, summarised and reconciled with expenses. It reads a bank CSV export from Revolut, Wise, mBank, PKO BP, ING, N26 or a generic debit/credit layout, finds the header row under any preamble, parses amounts in the file's own locale, and dedupes on re-import so a second import of the same file adds nothing.

The CSV your bank emails or you export from its web app is already sitting in Downloads, so point statement_import at the absolute path and the categorised month is the very next message, no terminal in between.

What you get in Claude Desktop

You say	Tool
Import this Revolut export and categorise it.	`statement_import`
What did I spend this month, by category?	`statement_summary`
Which expenses have no bank line, and what subscriptions am I paying?	`reconcile_expenses then recurring_detect`

The 60-row test fixture: 60 transactions stored, then 0 stored and 60 duplicates reported on re-import of the same file. recurring_detect on it found a monthly Spotify charge, 3 occurrences, EUR 9.99, annualised EUR 119.88.

Install it in Claude Desktop

The file is claude_desktop_config.json, and the key inside it is mcpServers.

Scope	Path
macOS	`~/Library/Application Support/Claude/claude_desktop_config.json`
Windows	`%APPDATA%\Claude\claude_desktop_config.json`

One click, with no JSON. Download bank-statement.mcpb from the bundle catalog and open it. Claude Desktop installs it as an extension and runs it on the Node runtime it ships with, so neither your PATH nor your node version comes into it, and there is no file to edit. Everything below is the manual route, for when you want the entry in the config file itself.

The config block, which needs both strings absolute:

{
  "mcpServers": {
    "bank-statement": {
      "command": "node",
      "args": ["/absolute/path/to/mcp-servers/servers/bank-statement/dist/index.js"]
    }
  }
}

If node came from nvm, asdf or homebrew, use the absolute path that which node prints rather than the bare word, because a stdio server started by this app inherits a limited PATH:

"command": "/Users/you/.nvm/versions/node/v22.14.0/bin/node"

The node command above wants a built file. From a clone, once:

git clone https://github.com/theluckystrike/mcp-servers.git
cd mcp-servers && npm install
npm run build -w packages/mcp-license -w servers/bank-statement

That writes servers/bank-statement/dist/index.js, and its absolute path is the one argument the config needs.

The npm packages are not published yet, so the form below returns a 404 today. It is here because it is what the entry becomes the day the publish lands, with nothing else changed:

{
  "mcpServers": {
    "bank-statement": {
      "command": "npx",
      "args": ["-y", "@theluckystrike/mcp-bank-statement"]
    }
  }
}

Save, then completely quit Claude Desktop and start it again. A window reload is not enough.

Nothing is published to npm yet, so the working install paths are the ones above: the .mcpb bundle from the bundle catalog, a clone and build, or the hosted URL.

No install: the hosted endpoint

The same server runs at https://mcp.zovo.one/mcp/bank-statement over MCP streamable HTTP, no install. Mint a free token with curl https://mcp.zovo.one/mcp/token, or use a Pro key. It has no filesystem, so a file comes back as a one-hour download link.

{
  "mcpServers": {
    "bank-statement": {
      "url": "https://mcp.zovo.one/mcp/bank-statement",
      "headers": { "Authorization": "Bearer <token>" }
    }
  }
}

Claude Desktop notes worth knowing first

Two documented facts decide whether the entry works: every path in claude_desktop_config.json must be absolute, and a stdio server started here inherits only a limited, platform-dependent subset of environment variables. If node came from nvm or homebrew, paste what `which node` prints instead of the bare word. The .mcpb route avoids both: Claude Desktop ships a built-in Node.js environment.

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Questions

Where is claude_desktop_config.json?

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json. Windows: %APPDATA%\Claude\claude_desktop_config.json. There is no published Linux path. Settings, Developer, Edit Config opens the right copy and creates it if it does not exist.

I added it and MCP Bank Statement does not appear.

In order: did you fully quit and restart, not just close the window? Is every path absolute? And is the command resolvable, given the limited environment a stdio server inherits here? If node came from nvm, paste what which node prints.

Can I install it without editing JSON?

Yes. An .mcpb bundle, the format renamed from .dxt, opens with Claude and shows an installation dialog. One you built yourself goes in through Settings, Extensions, Advanced settings, Install Extension.

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Categorize and reconcile a bank CSV export from chat · Turn a bank CSV export into Excel rows from chat · How to categorize bank transactions