MCP For Claude Marketplace
OFX Bank Statement Parser

OFX Bank Statement Parser MCP Connector for Claude

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Turn archaic OFX/QFX bank exports into clean JSON transactions safely and local. Let your AI act as your personal accountant without uploading sensitive financial data.

1 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Nobody wants to upload their raw bank statement to a public cloud AI. But building a budget or calculating expenses manually is tedious. Furthermore, OFX and QFX files use an archaic SGML structure that completely confuses LLMs if they try to read the raw text directly.

This MCP acts as a secure, local financial bridge. It parses your bank's export file completely local, extracting only the clean transactional data (Date, Amount, Description, and Type) into a structured JSON array. The AI never sees the raw file, only the organized numbers, enabling it to act as your absolute best financial advisor.

The Superpowers

  • 100% Air-Gapped Privacy: Your financial data is parsed locally on your machine. Zero cloud uploads.
  • Zero Hallucination: The AI doesn't have to guess where a transaction begins and ends.
  • Universal Bank Support: Works perfectly with any standard OFX or QFX file exported from global banks.
  • Accountant Ready: Ask the AI: 'How much did I spend on Uber last month according to this file?'
financial-datadata-parsingbank-statementslocal-processingdata-extractiontransaction-history

1 tools expose this connector's capabilities to your AI agent.

parse_ofx_bank_statement

Provide the absolute file path. Parse an OFX or QFX bank statement file into clean JSON data. Extracts transactions safely and offline

See how to talk to your AI agent using OFX Bank Statement Parser.

Read my statement.ofx and categorize all my expenses into a markdown table.

Here is your categorization: | Category | Total Spent | |---|---| | Food & Dining | $450.00 | | Transport | $120.00 |

Look at my bank export and find out exactly how much I paid to 'AWS' last year.

I found 12 transactions matching 'AWS' in your export, totaling exactly $1,450.32.

Analyze my monthly income versus expenses and calculate my savings rate.

Based on the OFX data, your total income was $5,000 and total expenses were $4,000. Your savings rate for this period is 20%.

Absolutely not. The parsing engine runs entirely on your local machine. It extracts the raw numbers and feeds them securely to the AI chat context window only during the session.

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