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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`

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

If node came from nvm, asdf or homebrew, replace "npx" with the absolute path that which npx prints:

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

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

The npm publish of @theluckystrike/mcp-bank-statement is pending; until then use the .mcpb bundle or a clone and build from the latest release.

No install: the hosted endpoint

There is no hosted endpoint for this one yet. MCP Bank Statement runs locally over stdio with the config above, which is also the only form in which it reads and writes files on your own disk. Three of the servers in this collection are served at https://mcp.zovo.one/mcp/<name> over MCP streamable HTTP: time-tracker, price-tracker and invoice.

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 npx` 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 npx 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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