bankstatementparser-mcp 0.0.10__py3-none-any.whl
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- bankstatementparser_mcp/__init__.py +22 -0
- bankstatementparser_mcp/server.py +334 -0
- bankstatementparser_mcp-0.0.10.dist-info/METADATA +309 -0
- bankstatementparser_mcp-0.0.10.dist-info/RECORD +7 -0
- bankstatementparser_mcp-0.0.10.dist-info/WHEEL +4 -0
- bankstatementparser_mcp-0.0.10.dist-info/entry_points.txt +3 -0
- bankstatementparser_mcp-0.0.10.dist-info/licenses/LICENSE +189 -0
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# Copyright (C) 2023-2026 Bank Statement Parser. All rights reserved.
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#
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# Licensed under the Apache License, Version 2.0 (the "License");
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# you may not use this file except in compliance with the License.
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# You may obtain a copy of the License at
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# http://www.apache.org/licenses/LICENSE-2.0
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#
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# Unless required by applicable law or agreed to in writing, software
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# distributed under the License is distributed on an "AS IS" BASIS,
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# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or
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# implied.
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# See the License for the specific language governing permissions and
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# limitations under the License.
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"""MCP server exposing the bankstatementparser library as agent tools.
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Install with ``pip install bankstatementparser-mcp`` and run
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``bankstatementparser-mcp`` (stdio transport).
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"""
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__version__ = "0.0.10"
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# Copyright (C) 2023-2026 Bank Statement Parser. All rights reserved.
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#
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# Licensed under the Apache License, Version 2.0 (the "License");
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# you may not use this file except in compliance with the License.
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# You may obtain a copy of the License at
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#
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# http://www.apache.org/licenses/LICENSE-2.0
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#
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# Unless required by applicable law or agreed to in writing, software
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# distributed under the License is distributed on an "AS IS" BASIS,
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# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or
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# implied.
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# See the License for the specific language governing permissions and
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# limitations under the License.
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"""BankStatementParser MCP server (stdio transport).
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Tools, the resource, and the prompt are thin adapters over the
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bankstatementparser parser core. The tools take **inline content**
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(the raw text of a statement) plus a filename hint, because an MCP
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client does not share the server's filesystem. Each call materialises
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the content in a private temporary file, runs the same
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``create_parser`` pipeline the CLI uses, and returns plain
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JSON-serialisable data.
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Run it with::
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bankstatementparser-mcp
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"""
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from __future__ import annotations
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import os
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import tempfile
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from collections.abc import Iterator
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from contextlib import contextmanager
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from pathlib import Path
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from typing import Any
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from bankstatementparser.additional_parsers import (
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create_parser,
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detect_statement_format,
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)
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from mcp.server.fastmcp import FastMCP
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mcp = FastMCP("bankstatementparser")
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_FORMAT_SUFFIX: dict[str, str] = {
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"camt": ".xml",
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"pain001": ".xml",
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"csv": ".csv",
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"ofx": ".ofx",
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"qfx": ".qfx",
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"mt940": ".mt940",
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}
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def _require_format(format_name: str) -> None:
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"""Reject an unsupported statement format.
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Args:
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format_name: The statement format to check.
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Raises:
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ValueError: If the format is not supported.
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"""
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if format_name not in _FORMAT_SUFFIX:
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supported = ", ".join(_FORMAT_SUFFIX)
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raise ValueError(
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f"Unsupported format '{format_name}'. Supported: {supported}"
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)
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def _suffix_for(filename: str | None, format_name: str | None) -> str:
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"""Choose the temp-file suffix for an inline payload.
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Args:
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filename: Optional original filename whose extension is reused
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when it is one the parser accepts.
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format_name: Optional explicit format, used when no usable
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filename extension is available.
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Returns:
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A file suffix (including the leading dot) for the temp file.
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Raises:
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ValueError: If neither a usable extension nor a supported
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format is provided.
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"""
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if filename:
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suffix = Path(filename).suffix.lower()
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if suffix in set(_FORMAT_SUFFIX.values()) | {".sta"}:
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return suffix
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if format_name:
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_require_format(format_name)
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return _FORMAT_SUFFIX[format_name]
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raise ValueError(
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"Provide a 'filename' with a supported extension "
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"(.xml/.csv/.ofx/.qfx/.mt940/.sta) or an explicit 'format'."
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)
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@contextmanager
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def _materialise(content: str, suffix: str) -> Iterator[Path]:
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"""Write inline content to a private temp file for one call.
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A closed-then-reopened temp file (via :func:`tempfile.mkstemp`) is
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used rather than an open ``NamedTemporaryFile`` so the file-based
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parsers can reopen the path by name.
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Args:
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content: The raw statement text supplied by the client.
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suffix: The file suffix to give the temp file.
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Yields:
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The path to the temporary file (removed on exit).
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"""
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fd, name = tempfile.mkstemp(suffix=suffix)
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try:
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with os.fdopen(fd, "w", encoding="utf-8") as handle:
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handle.write(content)
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yield Path(name)
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finally:
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os.unlink(name)
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def _summary_to_jsonable(summary: dict[str, Any]) -> dict[str, Any]:
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"""Coerce a summary record to JSON-serialisable primitives.
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Args:
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summary: The raw summary record from a parser.
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Returns:
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The same mapping with non-primitive values stringified.
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"""
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jsonable: dict[str, Any] = {}
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for key, value in summary.items():
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if value is None or isinstance(value, str | int | bool):
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jsonable[key] = value
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else:
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jsonable[key] = str(value)
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return jsonable
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@mcp.tool()
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def list_supported_formats() -> list[str]:
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"""List every bank statement format the parser can read.
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Returns:
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The supported format identifiers.
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"""
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return list(_FORMAT_SUFFIX)
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@mcp.tool()
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def detect_format(content: str, filename: str = "statement.xml") -> str:
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"""Detect which statement format a payload is.
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Args:
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content: The raw statement text.
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filename: Original filename; its extension is the primary hint.
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Returns:
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The detected format identifier.
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Raises:
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ValueError: If the format cannot be detected.
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"""
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suffix = _suffix_for(filename, None)
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with _materialise(content, suffix) as path:
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return detect_statement_format(path)
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@mcp.tool()
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def parse_statement(
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content: str,
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filename: str = "statement.xml",
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format: str | None = None,
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limit: int | None = None,
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) -> dict[str, Any]:
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"""Parse a statement into structured transactions and a summary.
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Args:
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content: The raw statement text.
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filename: Original filename; its extension selects the format
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when ``format`` is omitted.
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format: Explicit format override.
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limit: Optional cap on returned transaction rows.
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Returns:
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A dict with the resolved ``format``, ``columns``, full
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``transaction_count``, the (possibly truncated) ``transactions``
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as row dicts, and the statement ``summary``.
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Raises:
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ValueError: If the format is unsupported or cannot be detected.
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"""
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if format is not None:
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_require_format(format)
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suffix = _suffix_for(filename, format)
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with _materialise(content, suffix) as path:
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parser = create_parser(path, format)
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frame = parser.parse()
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summary = _summary_to_jsonable(dict(parser.get_summary()))
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records = frame.to_dict("records")
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total = len(records)
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if limit is not None:
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records = records[:limit]
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return {
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"format": format or detect_statement_format(path),
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"columns": list(frame.columns),
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"transaction_count": total,
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"transactions": [
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{k: (v if v is None else str(v)) for k, v in row.items()}
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for row in records
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],
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"summary": summary,
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}
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@mcp.tool()
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def validate_statement(
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content: str,
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filename: str = "statement.xml",
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format: str | None = None,
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) -> dict[str, Any]:
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"""Check whether a statement parses cleanly (a dry run).
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Args:
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content: The raw statement text.
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filename: Original filename; its extension selects the format.
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format: Explicit format override.
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Returns:
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A dict with ``is_valid``, the resolved ``format``, the
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``transaction_count`` on success, and an ``error`` on failure.
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"""
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if format is not None:
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_require_format(format)
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try:
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suffix = _suffix_for(filename, format)
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with _materialise(content, suffix) as path:
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resolved = format or detect_statement_format(path)
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parser = create_parser(path, format)
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frame = parser.parse()
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return {
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"is_valid": True,
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"format": resolved,
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"transaction_count": len(frame),
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"error": None,
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}
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except Exception as exc:
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return {
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"is_valid": False,
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"format": format,
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"transaction_count": 0,
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"error": str(exc),
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}
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@mcp.tool()
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def summarize_statement(
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content: str,
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filename: str = "statement.xml",
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format: str | None = None,
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) -> dict[str, Any]:
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"""Return only the statement summary (no per-transaction rows).
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Args:
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content: The raw statement text.
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filename: Original filename; its extension selects the format.
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format: Explicit format override.
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Returns:
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The summary record with Decimal values stringified.
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Raises:
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ValueError: If the format is unsupported or cannot be detected.
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"""
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if format is not None:
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_require_format(format)
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suffix = _suffix_for(filename, format)
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with _materialise(content, suffix) as path:
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parser = create_parser(path, format)
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return _summary_to_jsonable(dict(parser.get_summary()))
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@mcp.resource("bankstatementparser://formats")
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def formats_resource() -> str:
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"""Describe each supported statement format and its file extensions.
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Returns:
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A human-readable catalogue of the supported formats.
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"""
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lines = [
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"BankStatementParser supported input formats:",
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"",
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"- camt : ISO 20022 CAMT.053 statements (.xml)",
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"- pain001 : ISO 20022 pain.001 credit-transfer (.xml)",
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"- csv : delimited statement exports (.csv)",
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"- ofx : Open Financial Exchange (.ofx)",
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"- qfx : Quicken Financial Exchange (.qfx)",
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"- mt940 : SWIFT MT940 statement messages (.mt940, .sta)",
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]
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return "\n".join(lines)
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@mcp.prompt()
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def analyze_statement(filename: str = "statement.xml") -> str:
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"""Guided prompt for reading and reconciling a bank statement.
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Args:
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filename: The statement filename being analysed.
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Returns:
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"""
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return (
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def main() -> None: # pragma: no cover - process entry point
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mcp.run()
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Metadata-Version: 2.4
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Name: bankstatementparser-mcp
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Version: 0.0.10
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Summary: Model Context Protocol (MCP) server exposing the bankstatementparser bank statement parsing library as agent tools.
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License: Apache-2.0
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License-File: LICENSE
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Author: Sebastien Rousseau
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Author-email: sebastian.rousseau@gmail.com
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Requires-Python: >=3.10,<4.0
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Classifier: License :: OSI Approved :: Apache Software License
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Classifier: Programming Language :: Python :: 3
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Classifier: Programming Language :: Python :: 3.10
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Classifier: Programming Language :: Python :: 3.11
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Classifier: Programming Language :: Python :: 3.12
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Classifier: Programming Language :: Python :: 3.13
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Classifier: Programming Language :: Python :: 3.14
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Requires-Dist: bankstatementparser (>=0.0.9)
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Requires-Dist: mcp (>=1.2)
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Project-URL: Homepage, https://bankstatementparser.com
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Project-URL: Repository, https://github.com/sebastienrousseau/bankstatementparser-mcp
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Description-Content-Type: text/markdown
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<!-- SPDX-License-Identifier: Apache-2.0 -->
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<p align="center">
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<img
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src="https://cloudcdn.pro/bankstatementparser/v1/logos/bankstatementparser.svg"
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alt="bankstatementparser-mcp logo"
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width="120"
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height="120"
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/>
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</p>
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<h1 align="center">bankstatementparser-mcp</h1>
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<p align="center">
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<b>Model Context Protocol server exposing the bankstatementparser library as first-class agent tools for reading bank statements.</b>
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</p>
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<p align="center">
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<a href="https://pypi.org/project/bankstatementparser-mcp/"><img src="https://img.shields.io/pypi/v/bankstatementparser-mcp?style=for-the-badge" alt="PyPI version" /></a>
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<a href="https://pypi.org/project/bankstatementparser-mcp/"><img src="https://img.shields.io/pypi/pyversions/bankstatementparser-mcp.svg?style=for-the-badge" alt="Python versions" /></a>
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<a href="https://pypi.org/project/bankstatementparser-mcp/"><img src="https://img.shields.io/pypi/dm/bankstatementparser-mcp.svg?style=for-the-badge" alt="PyPI downloads" /></a>
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<a href="https://github.com/sebastienrousseau/bankstatementparser-mcp/actions/workflows/ci.yml"><img src="https://img.shields.io/github/actions/workflow/status/sebastienrousseau/bankstatementparser-mcp/ci.yml?branch=main&label=Tests&style=for-the-badge" alt="Tests" /></a>
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<a href="https://github.com/sebastienrousseau/bankstatementparser-mcp/actions/workflows/ci.yml"><img src="https://img.shields.io/github/actions/workflow/status/sebastienrousseau/bankstatementparser-mcp/ci.yml?branch=main&label=Coverage&style=for-the-badge" alt="Coverage" /></a>
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<a href="#license"><img src="https://img.shields.io/pypi/l/bankstatementparser-mcp?style=for-the-badge" alt="License" /></a>
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<a href="https://glama.ai/mcp/servers/sebastienrousseau/bankstatementparser-mcp"><img src="https://glama.ai/mcp/servers/sebastienrousseau/bankstatementparser-mcp/badges/score.svg" alt="Glama MCP server score" /></a>
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</p>
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---
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## Contents
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**Getting started**
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- [What is bankstatementparser-mcp?](#what-is-bankstatementparser-mcp) — the problem it solves
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- [Install](#install) — PyPI, virtualenv, Docker
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- [Quick start](#quick-start) — register with Claude Desktop in 30 seconds
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**Library reference**
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- [Tools](#tools) — the five tools, one resource, one prompt
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- [Using the tools](#using-the-tools) — call them in-process from Python
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**Operational**
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- [When not to use bankstatementparser-mcp](#when-not-to-use-bankstatementparser-mcp) — honest boundaries
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- [Development](#development) — gates, make targets
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- [Security](#security) — sandboxing posture
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- [Documentation](#documentation) — examples, guides
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- [Contributing](#contributing) — how to get changes in
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- [License](#license) — Apache-2.0
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---
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## What is bankstatementparser-mcp?
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The [Model Context Protocol](https://modelcontextprotocol.io) (MCP) is
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an open standard that lets AI agents discover and call external tools in
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a uniform way. **bankstatementparser-mcp** is the MCP server that turns the
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[`bankstatementparser`](https://github.com/sebastienrousseau/bankstatementparser)
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library into first-class agent tools — so an assistant can read,
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validate, and summarise **bank statements** in formats such as ISO 20022
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CAMT.053, SWIFT MT940, OFX/QFX, and CSV directly from a conversation.
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Every tool is a thin wrapper over the `bankstatementparser` parser core
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(`create_parser`, `detect_statement_format`), so the results behave
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identically to the CLI. Because an MCP client does not share the
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server's filesystem, the tools take **inline statement content** (plus a
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filename hint) and materialise it in a private temporary file for the
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duration of a single call. Tools return JSON-serialisable data.
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| Concern | How bankstatementparser-mcp handles it |
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| :--- | :--- |
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| Transport | stdio (FastMCP default); zero config beyond the client manifest |
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| Input model | Inline content + filename hint; no shared filesystem required |
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| Format fidelity | Tools delegate to `bankstatementparser`'s `create_parser` pipeline |
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| Format detection | `detect_format` mirrors the library's `detect_statement_format` |
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| Validation | `validate_statement` is a dry run that returns structured results |
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| Isolation | Each call writes to a private temp file that is deleted on exit |
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---
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## Install
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| Channel | Command | Notes |
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| :--- | :--- | :--- |
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| PyPI | `pip install bankstatementparser-mcp` | Pulls in `bankstatementparser >= 0.0.9` + MCP SDK |
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| Source | `git clone https://github.com/sebastienrousseau/bankstatementparser-mcp && cd bankstatementparser-mcp && poetry install` | For development |
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| Docker (GHCR) | `docker pull ghcr.io/sebastienrousseau/bankstatementparser-mcp:latest` | Multi-arch (linux/amd64, linux/arm64); runs `bankstatementparser-mcp` over stdio |
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Requires Python 3.10 or later. Works on macOS, Linux, and Windows.
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<details>
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<summary>Using an isolated virtual environment (recommended)</summary>
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```sh
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python -m venv venv
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source venv/bin/activate # macOS/Linux
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venv\Scripts\activate # Windows
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python -m pip install -U bankstatementparser-mcp
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```
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</details>
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---
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## Quick start
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Register the server with any MCP client (Claude Desktop shown):
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```json
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{
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"mcpServers": {
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"bankstatementparser": { "command": "bankstatementparser-mcp" }
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}
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}
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```
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That's it. Restart the client and the tools are available to the agent.
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The server speaks JSON-RPC over stdin/stdout — it is meant to be
|
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launched by an MCP client, not used interactively.
|
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---
|
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|
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## Tools
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|
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All tools delegate to the `bankstatementparser` parser core, so they
|
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behave identically to the library.
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| Tool | Purpose |
|
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| :--- | :--- |
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| `list_supported_formats` | List every bank statement format the parser can read |
|
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| `detect_format` | Detect which statement format an inline payload is |
|
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| `parse_statement` | Parse a statement into structured transactions plus a summary |
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| `validate_statement` | Dry-run check whether a statement parses cleanly |
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| `summarize_statement` | Return only the statement summary (no per-transaction rows) |
|
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+
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Plus one resource and one prompt:
|
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| Kind | Name | Purpose |
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| :--- | :--- | :--- |
|
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| Resource | `bankstatementparser://formats` | Read-only catalogue of supported formats and their file extensions |
|
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| Prompt | `analyze_statement` | Guided multi-step prompt that walks an agent through reading and reconciling a statement |
|
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+
|
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Supported formats: `camt` (ISO 20022 CAMT.053, `.xml`), `pain001`
|
|
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|
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(ISO 20022 pain.001, `.xml`), `csv` (`.csv`), `ofx` (`.ofx`), `qfx`
|
|
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(`.qfx`), and `mt940` (SWIFT MT940, `.mt940` / `.sta`).
|
|
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|
+
|
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+
---
|
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|
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|
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## Using the tools
|
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|
+
|
|
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|
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The tools are plain functions on the `bankstatementparser_mcp.server`
|
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module, so you can call them in-process:
|
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|
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```python
|
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from bankstatementparser_mcp.server import (
|
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detect_format,
|
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parse_statement,
|
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summarize_statement,
|
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)
|
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+
|
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csv = (
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"date,description,amount,currency,balance\n"
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"2023-01-02,Salary,500.00,EUR,1500.00\n"
|
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"2023-01-03,Groceries,-40.50,EUR,1459.50\n"
|
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)
|
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|
+
|
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|
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# 1. Detect the format from the filename hint + content.
|
|
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|
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print(detect_format(csv, "statement.csv"))
|
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# -> csv
|
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+
|
|
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|
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# 2. Parse the statement into structured rows + a summary.
|
|
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|
+
parsed = parse_statement(csv, "statement.csv")
|
|
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|
+
print(parsed["transaction_count"], parsed["columns"])
|
|
198
|
+
|
|
199
|
+
# 3. Read just the opening/closing balances.
|
|
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|
+
print(summarize_statement(csv, "statement.csv"))
|
|
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|
+
```
|
|
202
|
+
|
|
203
|
+
The resource and prompt are plain functions too: `formats_resource`
|
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+
backs `bankstatementparser://formats`, and `analyze_statement` returns
|
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+
the guided multi-step prompt.
|
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|
+
|
|
207
|
+
```python
|
|
208
|
+
from bankstatementparser_mcp.server import (
|
|
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|
+
analyze_statement,
|
|
210
|
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formats_resource,
|
|
211
|
+
)
|
|
212
|
+
|
|
213
|
+
print(formats_resource()) # the supported-formats catalogue
|
|
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|
+
print(analyze_statement("statement.csv")) # the guided analysis prompt
|
|
215
|
+
```
|
|
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|
+
|
|
217
|
+
See the [`examples/`](examples/) folder for runnable walkthroughs,
|
|
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|
+
including [`04_resource_and_prompt.py`](examples/04_resource_and_prompt.py).
|
|
219
|
+
|
|
220
|
+
---
|
|
221
|
+
|
|
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|
+
## When not to use bankstatementparser-mcp
|
|
223
|
+
|
|
224
|
+
- **You're not driving an MCP-aware agent.** Use the
|
|
225
|
+
[`bankstatementparser`](https://pypi.org/project/bankstatementparser/)
|
|
226
|
+
CLI or library directly — it exposes the same surface with less
|
|
227
|
+
indirection.
|
|
228
|
+
- **You need to parse files already on disk in bulk.** The library's
|
|
229
|
+
CLI reads paths directly and avoids the inline-content round-trip the
|
|
230
|
+
MCP tools use.
|
|
231
|
+
|
|
232
|
+
---
|
|
233
|
+
|
|
234
|
+
## Development
|
|
235
|
+
|
|
236
|
+
`bankstatementparser-mcp` uses [Poetry](https://python-poetry.org/) and
|
|
237
|
+
[mise](https://mise.jdx.dev/).
|
|
238
|
+
|
|
239
|
+
```bash
|
|
240
|
+
git clone https://github.com/sebastienrousseau/bankstatementparser-mcp.git
|
|
241
|
+
cd bankstatementparser-mcp
|
|
242
|
+
mise install
|
|
243
|
+
poetry install
|
|
244
|
+
```
|
|
245
|
+
|
|
246
|
+
A `Makefile` orchestrates the quality gates (kept in lockstep with CI):
|
|
247
|
+
|
|
248
|
+
| Target | What it runs |
|
|
249
|
+
| :--- | :--- |
|
|
250
|
+
| `make check` | All gates (REQUIRED before commit) |
|
|
251
|
+
| `make test` | `pytest --cov=bankstatementparser_mcp --cov-branch --cov-fail-under=100` |
|
|
252
|
+
| `make lint` | `ruff check` + `black --check` |
|
|
253
|
+
| `make type-check` | `mypy --strict` |
|
|
254
|
+
| `make docs` | `interrogate --fail-under=100` (docstring coverage) |
|
|
255
|
+
|
|
256
|
+
Current state (v0.0.10): **100% line + branch coverage** against a 100%
|
|
257
|
+
enforced floor, mypy `--strict` clean, interrogate 100%.
|
|
258
|
+
|
|
259
|
+
---
|
|
260
|
+
|
|
261
|
+
## Security
|
|
262
|
+
|
|
263
|
+
- **No persistent filesystem writes from tools.** Each call writes the
|
|
264
|
+
inline content to a private temporary file that is deleted as soon as
|
|
265
|
+
the call returns.
|
|
266
|
+
- **Validation failures** from `validate_statement` are returned as
|
|
267
|
+
structured `{"is_valid": false, "error": ...}` payloads — never as
|
|
268
|
+
stack traces.
|
|
269
|
+
- **Dependencies** are pinned via `poetry.lock` and audited by
|
|
270
|
+
`pip-audit` and Bandit in CI.
|
|
271
|
+
|
|
272
|
+
To report a vulnerability, please use
|
|
273
|
+
[GitHub private vulnerability reporting](https://github.com/sebastienrousseau/bankstatementparser-mcp/security)
|
|
274
|
+
rather than a public issue.
|
|
275
|
+
|
|
276
|
+
---
|
|
277
|
+
|
|
278
|
+
## Documentation
|
|
279
|
+
|
|
280
|
+
- **Runnable examples:** [`examples/`](https://github.com/sebastienrousseau/bankstatementparser-mcp/tree/main/examples)
|
|
281
|
+
- **Release history:** [CHANGELOG.md](https://github.com/sebastienrousseau/bankstatementparser-mcp/blob/main/CHANGELOG.md)
|
|
282
|
+
- **MCP specification:** [modelcontextprotocol.io](https://modelcontextprotocol.io)
|
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---
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## Contributing
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Contributions are welcome — see the
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[contributing instructions](https://github.com/sebastienrousseau/bankstatementparser-mcp/blob/main/CONTRIBUTING.md).
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Thanks to all the
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[contributors](https://github.com/sebastienrousseau/bankstatementparser-mcp/graphs/contributors)
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who have helped build `bankstatementparser-mcp`.
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---
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## License
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Licensed under the [Apache License, Version 2.0](https://opensource.org/license/apache-2-0/).
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Any contribution submitted for inclusion shall be licensed as above,
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without additional terms.
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---
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<p align="center">
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<a href="https://bankstatementparser.com">bankstatementparser.com</a> ·
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<a href="https://pypi.org/project/bankstatementparser-mcp/">PyPI</a> ·
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<a href="https://github.com/sebastienrousseau/bankstatementparser-mcp">GitHub</a>
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</p>
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bankstatementparser_mcp/server.py,sha256=VJZ0kS_YM1LGgswe42ZMoEnFlrYcQyZhuwEn_2GRloI,10317
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bankstatementparser_mcp-0.0.10.dist-info/METADATA,sha256=MAXursIJ_Xtf5z1mK1OrUDqhAEBC1quGlMcsE-n8n4k,11860
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bankstatementparser_mcp-0.0.10.dist-info/WHEEL,sha256=eY7nduwzv-ldUxpzbRlxwvC693Hg6PX8bWDjEHjZ_dk,88
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bankstatementparser_mcp-0.0.10.dist-info/entry_points.txt,sha256=0fMgDHFjvHlg3k_otbSQKvpyNm0jFtklb_J6B29BDLE,79
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bankstatementparser_mcp-0.0.10.dist-info/licenses/LICENSE,sha256=BhsQ65IVGLlScIgEHcMm2leCnoRbQqwPcLd7N2c8Gt0,10244
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bankstatementparser_mcp-0.0.10.dist-info/RECORD,,
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Copyright 2023-2026 Sebastien Rousseau
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