What is StatementSure?

Bank statement PDFs to verified QuickBooks, Xero, OFX, CSV and Excel files. Runs locally.

How do I install StatementSure?

Install StatementSure via npm from https://registry.npmjs.org, then add the server config to your MCP client (Claude Desktop, Cursor, or VS Code).

Is StatementSure open source?

Yes, StatementSure is open source under the NOASSERTION license. Source code is available at https://github.com/alhogeiri2025/statementsure-mcp.

What category does StatementSure belong to?

StatementSure is listed under Other MCP servers on MCPFind.

StatementSure — MCP Server for Other

StatementSure for AI agents (MCP server)

Turn bank and credit card statement PDFs into verified transactions and QuickBooks, Xero, OFX, CSV or Excel files, right inside Claude Desktop, Claude Code, Cursor and any other MCP client.

Balance-checked: opening balance + transactions must equal the closing balance, and every running balance and section total is checked. You're told exactly which rows need a look.
Private: runs on your computer and makes no network calls. Your statements are never uploaded.
No bank templates: reads the page layout, so it works across banks. Tested on real RBC, TD, CIBC and Scotiabank statements in English and French, and on common US and UK layouts.

Same engine as statementsure.com.

Install

Requires Node.js 22 or newer.

Claude Code

claude mcp add statementsure -- npx -y statementsure-mcp

Claude Desktop, Cursor and other clients: add this to the client's MCP configuration (in Claude Desktop: Settings → Developer → Edit Config), then restart the client:

{ "mcpServers": { "statementsure": { "command": "npx", "args": ["-y", "statementsure-mcp"] } } }

Then ask, for example: "Check the bank statements in ~/Documents/statements and export them for QuickBooks." Give the agent a folder or file path on your computer; don't attach the PDFs to the chat, because attachments are uploaded.

What it can do

Tool	What it does	Pages
`check_statements`	Bank, account (last 4 digits), period, balances, totals, each balance check and the rows that need a look	Free
`get_transactions`	Every transaction with date, description, signed amount and running balance	Uses pages
`export_statements`	Writes `qbo` (QuickBooks), `qb-csv`, `xero`, `ofx`, `csv` or `xlsx` next to the PDFs, one import file per account; never overwrites	Uses pages
`usage`	Free pages left this month	Free

20 free pages a month. Only pages with transactions count. Statements that don't balance are free, and exporting the same PDF again in the same month is free. For more pages, buy a page pack at statementsure.com.

Agent skill (optional)

The package includes an agent skill (skills/statementsure/SKILL.md) that teaches the agent the workflow: check first, explain each statement's status, then export or reconcile.

Claude Code: copy the skills/statementsure folder into ~/.claude/skills/.
Claude Desktop: zip the statementsure folder and upload it under Settings → Capabilities → Skills.

Good to know

Password-protected PDFs work; the agent will ask you for the password.
Scanned (image-only) PDFs aren't supported yet.
The free-page counter is kept in ~/.statementsure/usage.json.

License

Proprietary, see LICENSE. © BulkLift Platform Inc. You may install and use this package to convert your own statements; you may not copy, modify, redistribute or reverse-engineer it. Support: statementsure.com.

Set up in your AI client

AI clientOperating system

Merge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.

json

{
  "mcpServers": {
    "com-statementsure-statementsure": {
      "command": "npx",
      "args": [
        "-y",
        "statementsure-mcp"
      ]
    }
  }
}

Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.

Claude Desktop setup reference

Compatible MCP Clients

StatementSure works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.

Claude Desktop~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.

Cursor~/.cursor/mcp.jsonRestart Cursor for changes to take effect.

VS Code.vscode/mcp.jsonReload VS Code window for changes to take effect.

Windsurf~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect.

Claude Code.mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.

StatementSure