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categorize transactions MCP

v0.21.1 changelog · 3

io.github.theluckystrike/categorize-transactions

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

transport:streamable-http runtime:mcpb tools:15

Target client

run in your project directory

claude mcp add --transport http categorize-transactions https://mcp.zovo.one/mcp/categorize-transactions

setup guides: Claude Code Claude Desktop Cursor VS Code Zed Windsurf Cline Gemini CLI Grok ChatGPT Claude.ai LangChain

Adds it for this project only. Append --scope user to make it available everywhere. Claude Code docs

statement_import

statement import

transactions_list

transactions list

transactions_search

transactions search

category_rules

category rules

transaction_categorize

transaction categorize

statement_summary

statement summary

reconcile_expenses

reconcile expenses

recurring_detect

recurring detect

statement_export

statement export

accounts_list

accounts list

license_status

license status

license_activate

license activate

bank_upload

bank upload

bank_files

bank files

bank_delete_upload

bank delete upload

All 15 tools, one page each

2 prompts you invoke yourself

2 resources you attach as context

Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. Check the server's own documentation before granting access.