MainBook Bank Statement Converter

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

CommunityDegradedNo 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

How to connect

How to connect MainBook Bank Statement Converter to Claude

The server address to paste into Claude settings:

https://mainbook-bank-statement-converter--human-beyond.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect MainBook Bank Statement Converter to ChatGPT

The server address to paste into ChatGPT settings:

https://mainbook-bank-statement-converter--human-beyond.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect MainBook Bank Statement Converter to Cursor

The server address to paste into Cursor settings:

https://mainbook-bank-statement-converter--human-beyond.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

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.