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MCP Bank Statement in Cursor

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 chain worth building here is import, then reconcile: bring in the export, then ask which of this month's expense-tracker receipts never showed up as a bank line, in the same chat you were already using for the client's invoice.

What you get in Cursor

You sayTool
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 Cursor

The file is .cursor/mcp.json, and the key inside it is mcpServers.

ScopePath
This project only<project>/.cursor/mcp.json
Every project~/.cursor/mcp.json
{
  "mcpServers": {
    "bank-statement": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@theluckystrike/mcp-bank-statement"]
    }
  }
}

The Customize page shows the server and its tools once it has started.

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.

Cursor notes worth knowing first

The current field table marks `type` as required, with `stdio` for a locally launched server, so write it out rather than relying on command and args alone. The other documented restriction is that `envFile` is stdio-only: a remote HTTP or SSE server does not read it, and its headers belong in the config.

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Questions

Project config or global config?

<project>/.cursor/mcp.json applies to that project and can be committed, which suits a server tied to one client. ~/.cursor/mcp.json applies everywhere. Both are managed from the Customize page.

Why does my stdio entry not start?

The current field table marks type as required, with stdio for a locally launched server, so include it. Pointing at a remote endpoint, envFile is documented as stdio-only and is not read.

Is there a one-click install link?

Servers in Cursor's marketplace get an Add to Cursor button. The deeplink reference currently documents prompt, command and rule links only, so for MCP Bank Statement pasting the config block above is the supported route.

Related

MCP Bank Statement in detail · The same server in Claude Code and VS Code · Every server in Cursor · Guides · Cursor docs