How do I install Bankconv?

Bankconv is a local plugin. Install it using npm package: bankconv-mcp and add the generated configuration snippet to your AI app's MCP config file. Then restart your AI app.

Is Bankconv safe to use?

Yes. Bankconv passed MCP Marketplace's automated security scan with a score of 7.5/10 (low risk). Every server on MCP Marketplace is security-scanned before it's listed; see the full security report on this page for the findings and permissions.

What credentials does Bankconv need?

Bankconv requires the following credentials or environment variables: BANKCONV_API_KEY. You can find setup instructions on the server detail page.

What AI apps work with Bankconv?

Bankconv uses the Model Context Protocol (MCP) and works with any MCP-compatible AI app, including Claude, ChatGPT / Codex, Gemini, Copilot, Cursor, and more.

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Bankconv MCP Server

by Wassim

Developer ToolsModerate7.5MCP RegistryLocal

Free

Server data from the Official MCP Registry

Convert PDF bank statements into transactions, CSV, OFX, QFX, QBO or Xero CSV.

About

Convert PDF bank statements into transactions, CSV, OFX, QFX, QBO or Xero CSV.

Security Report

7.5

Moderate7.5Low Risk

Valid MCP server (4 strong, 5 medium validity signals). 2 known CVEs in dependencies (1 critical, 0 high severity) Package registry verified. Imported from the Official MCP Registry.

7 files analyzed · 3 issues found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Required

This plugin requests these system permissions. Most are normal for its category.

env_vars

Check that this permission is expected for this type of plugin.

file_system

Check that this permission is expected for this type of plugin.

HTTP Network Access

Connects to external APIs or services over the internet.

What You'll Need

Set these up before or after installing:

Your BankConv API key, from https://app.bankconv.com/teams/api-keysRequired

Environment variable: BANKCONV_API_KEY

How to Install

Add this to your MCP configuration file:

{
  "mcpServers": {
    "io-github-wassim-bankconv-mcp": {
      "env": {
        "BANKCONV_API_KEY": "your-bankconv-api-key-here"
      },
      "args": [
        "-y",
        "bankconv-mcp"
      ],
      "command": "npx"
    }
  }
}

Documentation

View on GitHub

From the project's GitHub README.

BankConv MCP server

Convert PDF bank statements into transactions, CSV, OFX, QFX, QBO or Xero CSV from Claude, Cursor, VS Code and other AI assistants.

Point your assistant at a statement on your computer and ask for what you need: the transactions to analyse, a CSV, or a file your accounting software imports. The server uploads the PDF to BankConv, waits for the conversion and either returns the transactions or saves the file next to the PDF.

You: Convert ~/Downloads/chase-september.pdf to QBO for QuickBooks Desktop.
Assistant: Saved QBO to ~/Downloads/chase-september.qbo.

What you get

Transactions with real dates, one signed amount (money in positive, money out negative) and the running balance. Opening balance and total lines are left out.
Files: CSV, OFX (Xero, Sage, MYOB, QuickBooks Online), QFX (Quicken), QBO (QuickBooks Desktop Web Connect, with your bank's QuickBooks ID) and Xero CSV (Xero's own columns).
Password-protected PDFs, scanned statements and multi-page statements.

Setup

Create an API key in BankConv under Team → API keys (https://app.bankconv.com/teams/api-keys). Conversions use pages from your BankConv plan.
Add the server to your assistant with the key in BANKCONV_API_KEY.

Claude Code

claude mcp add bankconv -e BANKCONV_API_KEY=sk_live_your_key -- npx -y bankconv-mcp

Claude Desktop

One click: download bankconv.mcpb and open it. Claude Desktop installs the server and asks for your API key.

Or add this to claude_desktop_config.json (Settings → Developer → Edit Config):

{
  "mcpServers": {
    "bankconv": {
      "command": "npx",
      "args": ["-y", "bankconv-mcp"],
      "env": { "BANKCONV_API_KEY": "sk_live_your_key" }
    }
  }
}

Cursor, Windsurf and other clients

Use the same command, args and env in the client's MCP settings (for Cursor, ~/.cursor/mcp.json).

VS Code

{
  "servers": {
    "bankconv": {
      "command": "npx",
      "args": ["-y", "bankconv-mcp"],
      "env": { "BANKCONV_API_KEY": "sk_live_your_key" }
    }
  }
}

Requires Node.js 20 or later.

Tools

Tool	What it does
`convert_statement`	Convert a PDF on this computer. Returns the transactions, or saves CSV, OFX, QFX, QBO or Xero CSV (next to the PDF unless you give `save_to`). Takes the PDF password if there is one.
`get_transactions`	Get the transactions of an earlier conversion.
`download_statement`	Save an earlier conversion as CSV, OFX, QFX, QBO or Xero CSV (in Downloads unless you say where).
`list_conversions`	List recent conversions with their status.
`get_credits`	Check how many pages are left this billing period.

Example prompts

"Convert statement.pdf and tell me my five biggest expenses."
"Turn every PDF in ~/Statements/2026 into OFX files for Xero."
"Convert amex-march.pdf to QBO for QuickBooks Desktop. The PDF password is 4821."
"Total my September spending by category from chase-sep.pdf."

Agent skill

For agents without MCP support, skills/bankconv/SKILL.md teaches the same workflow through the REST API with curl.

Privacy

The PDF is uploaded to BankConv over HTTPS and processed there. The PDF and its converted files are deleted automatically after 24 hours, or 48 or 72 hours if your team chose a longer window; see security and data handling. The server only reads the files you name and only writes the files you ask for.

Configuration

Variable	Default
`BANKCONV_API_KEY`	(required)	Your BankConv API key
`BANKCONV_API_URL`	`https://bankconv.com/api/v1`	API base URL

License

MIT

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