bank statement csv categorize reconcile ledger for Claude.ai

io.github.theluckystrike/bank-statement-csv-categorize-reconcile-ledger

Import a bank CSV, categorise it, summarise it per currency and reconcile it against your expenses.

client:Claude.ai transport:streamable-http runtime:mcpb tools:15

Install bank statement csv categorize reconcile ledger in Claude.ai

Settings → Connectors → Add custom connector

https://mcp.zovo.one/mcp/bank-statement

Claude on the web takes a remote URL and completes OAuth in the browser. For a packaged server use Claude Desktop or Claude Code instead. Claude.ai docs

What Claude.ai can do once it is connected

statement_import
transactions_list
transactions_search
category_rules
transaction_categorize
statement_summary
reconcile_expenses
recurring_detect
statement_export
accounts_list
license_status
license_activate
bank_upload
bank_files
bank_delete_upload

bank statement csv categorize reconcile ledger in other clients

Claude Code
Claude Desktop
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ChatGPT
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bank statement csv categorize reconcile ledger MCP server