categorize transactions for Claude.ai

io.github.theluckystrike/categorize-transactions

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 categorize transactions in Claude.ai

Settings → Connectors → Add custom connector

https://mcp.zovo.one/mcp/categorize-transactions

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

categorize transactions in other clients

Claude Code
Claude Desktop
Cursor
VS Code
Zed
Windsurf
Cline
Gemini CLI
Grok
ChatGPT
LangChain

categorize transactions MCP server