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Windsurf bank statement csv categorize reconcile ledger Prompt/monthly_review

How to: Windsurf bank statement csv categorize reconcile ledger monthly_review

client:Windsurf transport:streamable-http prompt:monthly_review

Add bank statement csv categorize reconcile ledger to Windsurf

  1. 01

    Open ~/.codeium/windsurf/mcp_config.json and merge this in. Keep any servers already there. 

{
  "mcpServers": {
    "bank-statement-csv-categorize-reconcile-ledger": {
      "serverUrl": "https://mcp.zovo.one/mcp/bank-statement"
    }
  }
}
  1. 02

    Save the file and restart Windsurf.

  2. 03

    monthly_review is surfaced in the client's prompt or command menu. Unlike a tool, you invoke it deliberately — Windsurf will not call it for you.

  3. 04

    If it does not appear, check that bank statement csv categorize reconcile ledger is connected and that you are looking at its prompts rather than its tools.

Global only — Windsurf has no per-project MCP config. Refresh Cascade after saving. Windsurf docs

Set these first

bank statement csv categorize reconcile ledger will not start until these are set, so it never reaches Windsurf.

  • MCP_LICENSE_KEY

Same prompt, other clients

Read from the server itself, by connecting to it and calling prompts/list on 24 September 2026. A listing does not declare its prompts, so asking is the only way to know them, and this is what the server actually offers rather than what its listing claims. Names only are stored; connect the server for each prompt's arguments.

bank statement csv categorize reconcile ledger MCP server