Download PDFMarkdown Version
ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use ofx with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Turn archaic OFX/QFX bank exports into clean JSON transactions safely and local. Let your AI act as your personal accountant without uploading sensitive financi

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 1 capability

The complete ofx capability set.

These are the exact actions your AI can choose when you ask it to work with ofx.

Capability set01 / 01

01

1 capability in this set.

Part of 1 available through ofx.

  1. 01

    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

Observed, not estimated

794ms average. Fast in production.

ofx is checked daily against the live service.

Daily averagePeak 1097ms
Aug 20Today
Fastest day
647ms
Slowest day
1097ms
14-day trend
Slowing+29%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 1 capability arrives ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of ofx, so you can see the experience inside your AI.

It does not authenticate your account with ofx. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

ofx Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_mv6UQOimHaTOOFSwdGd6Yu85pDgtPJ2Wx7YF30Nz/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — ofx capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "ofx-bank-statement-parser-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mv6UQOimHaTOOFSwdGd6Yu85pDgtPJ2Wx7YF30Nz/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions ofx owners ask.

  • 01

    Are my bank statements uploaded to Anthropic or OpenAI?

    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.

  • 02

    What exact data is extracted from the OFX?

    It extracts the bank ID, account ID, currency, and the full array of statement transactions including TRNTYPE, DTPOSTED, TRNAMT, FITID, NAME, and MEMO.

  • 03

    Can it process QFX files from Quicken?

    Yes! QFX is essentially the exact same structure as OFX. This engine reads both seamlessly.

Explore

More in Data Management

Suggestions