MainBook Bank Statement Converter

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

MCP · Claude, Claude Code, Cursor, Codex

Convert ~/Downloads/march-statement.pdf and save the Excel next to it.

mainbook -convert_bank_statement(MCP)(path: "~/Downloads/march-statement.pdf", output: "xlsx")

Saved to ~/Downloads/march-statement.xlsx

Done — 63 transactions. Opening 4,127.50 and closing 3,881.05 both match the statement, and nothing was flagged.

Start the browser-assisted terminal sign-in, then add a key-free client config and name only the folders the server may use.

Run this command once before adding MainBook to a client.

The command opens MainBook in your browser, shows the same short code in the terminal and browser, and waits for your approval. The code is valid for ten minutes. It stores a revokable credential locally: in the OS keyring when the optional keyring extra is installed, otherwise in a private file. Signing in again revokes and replaces the previous credential.

- mainbook-mcp auth statuschecks whether the stored credential is valid on the server without spending page credits.
- mainbook-mcp auth logoutrevokes it on the server first, then deletes the local copy.

After signing in, add one of these blocks. No API key is copied into the client configuration.

Claude Desktop · Claude Code · Cursor · JSON

{ "mcpServers": { "mainbook": { "command": "uvx", "args": ["mainbook-mcp", "~/Downloads", "~/Desktop", "~/Documents"] } } }

[mcp_servers.mainbook] command = "uvx" args = ["mainbook-mcp", "~/Downloads", "~/Desktop", "~/Documents"]

curl -LsSfhttps://astral.sh/uv/install.sh| sh

Use a manual key for scripts, CI, and headless use.MAINBOOK_API_KEYtakes precedence over a stored terminal sign-in. Create and revoke manual keys on theDeveloper API page.

export MAINBOOK_API_KEY="mb_live_REPLACE_ME"

The server answers an anonymous tool list, then asks for a sign-in the moment a tool is called. You approve the request on a MainBook consent screen that names the client and the exact permissions it asked for, and you can revoke it later under Connected apps on theDeveloper page. Hosted and local use share one page-credit balance.

{ "mcpServers": { "mainbook": { "url": "https://mcp.mainbook.ai/mcp", "auth": { "CLIENT_ID": "mainbook-cursor", "scopes": ["mainbook:read", "mainbook:convert"] } } } }

Inspector defaults to registering itself on the fly, which MainBook does not offer. Enter the client id once in its authentication settings and leave the client secret empty:mainbook-mcp-inspector.

API keys keep working exactly as before. Scripts, CI and any headless client can still sendmb_live_keys to the same URL as a bearer token — signing in with an account is an addition, not a replacement.

The palette shows the exact capability; the transcript below shows how a person asks for it.

mainbook · five tools and example requests

5 explicit actions · no account mutation

- convert_bank_statementUploads one PDF, creates and starts a conversion job, polls for up to 30–900 seconds, and returns reviewed JSON inline or writes XLSX/CSV to disk. Spends page credits
- get_conversionChecks a job after a timeout, returning JSON inline or writing XLSX/CSV to a chosen local destination. No credits · may write a file
- list_conversionsReturns one cursor page of account jobs together with its next_cursor value. Read-only account access
- get_balanceReturns total, reserved and available credits, all measured in PDF pages. Read-only account access
- output_folderReads or changes the default local folder where conversion results are written. No credits · local preference

convert_bank_statementalone creates a job and spends page credits. No tool buys credits, handles payments, deletes jobs or changes account data.

- Convert ~/Downloads/march-statement.pdf and save the Excel next to it. usesconvert_bank_statement
- How many pages of credit do I have left? usesget_balance
- The last conversion timed out — check job 8f14e45f… and give me the CSV. usesget_conversion
- List my recent conversions and tell me which came back with warnings. useslist_conversions

The first available destination wins. The server never replaces a file that is already there.

Same base name + requested extension, next to PDF

get_conversionneeds an explicit or remembered folder; it never guesses the original PDF location.

Remembered in~/.mainbook/preferences.jsonand shared by local clients; a missing or disallowed folder is ignored and the fallback is reported.

Local boundary · shared credits · async work

One operating view covers what the server can touch, what a conversion spends, how long the client waits, and the public contract underneath.

mainbook-mcp · local boundary and public API

Terminal sign-in stores it locally. Revoke it withauth logoutor in the app; the server has no payment or deletion tool.

Listed folders are readable and writable. Anything outside them is refused by the local stdio server.

Packages are bought inthe web app. The MCP server cannot purchase credits.

Convert Markdown documents to PDF files with syntax highlighting, custom styling, and optional watermarking.