MainBook Bank Statement Converter

Convert customer-supplied PDF bank statements to checked JSON, Excel, or CSV with balance validation.

Community: Submitted by a user or imported; check the owner before granting accessOnlineNo sign-inGlobalFreeCan modify data

What it can do

  • Convert Bank Statement: Convert one PDF bank statement through the complete MainBook workflow: create a job, upload, start, poll, and return structured data. This creates a job and spends page credits
  • Get Balance: Return total, reserved, and available MainBook credits. Every value is measured in PDF pages.
  • List Conversions: List one cursor page of conversion jobs visible to the MainBook account. Pass the returned next_cursor to continue.

What data it sees

Do you need an account

No: the server works without sign-in

Convert customer-supplied PDF bank statements to checked JSON, Excel, or CSV with balance validation. The official MainBook MCP server runs as a hosted Streamable HTTP endpoint you sign in to with your MainBook account, or locally over stdio with uvx mainbook-mcp. It validates arithmetic against opening and closing balances, reports reconciliation issues, and does not connect to bank accounts. Conversions spend page credits on your own MainBook account; the server cannot buy credits, take payments, or delete jobs. Docs: https://mainbook.ai/mcp - Source: https://github.com/human-beyond/mainbook-mcp - Legacy API keys for scripts and CI: https://mainbook.ai/developer

Server tool list (4)

Raw names from tools/list. Only developers need these.

convert_bank_statementConvert one PDF bank statement through the complete MainBook workflow: create a job, upload, start, poll, and return structured data. This creates a job and spends page credits; it is not read-only.
get_balanceReturn total, reserved, and available MainBook credits. Every value is measured in PDF pages.
list_conversionsList one cursor page of conversion jobs visible to the MainBook account. Pass the returned next_cursor to continue.
get_conversionGet the current state of one MainBook conversion. When successful, return JSON inline or save XLSX/CSV locally over stdio. HTTP mode returns safe download instructions. Use this after convert_bank_statement times out.