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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 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 Cursor

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

Scope	Path
This project only	`<project>/.cursor/mcp.json`
Every project	`~/.cursor/mcp.json`

If you also run Claude Desktop, the shortest path there is one click: bank-statement.mcpb from the bundle catalog opens as an extension, with no JSON and no terminal. Cursor reads its own config, so here it is:

The config block:

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

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"]
    }
  }
}

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

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>" }
    }
  }
}

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.

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

Related guides & tools

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