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Connect Ofx Bank Statement Parser to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Turn messy bank exports into clean data for your AI.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 1 capability

We ship only the actions that matter.

Capability set01 / 01

01

1 capability in this set.

Part of 1 available through ofx.

  1. 01

    Parse ofx bank statement

    Converts an OFX or QFX bank statement into a structured JSON format. You just provide the absolute file path to start the local extraction.

Real work

What teams actually run

01

Automated Budgeting

Feed a month of transactions to your AI to generate spending tables automatically.

02

Subscription Tracking

Ask your agent to identify recurring monthly charges from your bank export.

03

Expense Auditing

Search for specific vendors or large transactions within a massive file.

04

Savings Rate Calculation

Compare total income against total expenses to find your monthly savings percentage.

Automate a task

Put ofx to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

ofx works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put ofx to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

904ms average. Fast in production.

ofx is checked daily against the live service.

Daily averagePeak 1027ms
Oct 3Today
Fastest day
693ms
Slowest day
1027ms
14-day trend
Stable+2%

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

Guided setup for Claude? Set up ofx in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work ofx owners hand off.

This is for anyone who needs to perform deep financial analysis using AI without compromising their privacy.

  • 01

    Personal Finance Enthusiasts

    Users who want to automate budgeting and expense tracking using their own bank exports.

  • 02

    Accountants

    Professionals who need to quickly convert bank data into structured formats for client reporting.

  • 03

    Data Analysts

    People looking to feed clean, structured financial history into an agent for trend analysis.

FAQ

Questions ofx owners ask.

  • 01

    Is my bank data safe?

    Yes. The parsing happens locally on your machine. Your raw bank files are never uploaded to the cloud or sent to the AI provider.

  • 02

    What file types does this MCP support?

    It supports standard OFX and QFX files exported from most global banks.

  • 03

    Does the AI see my raw bank statement?

    No. The MCP extracts only the necessary transaction data into JSON. The AI only sees the organized numbers, not the raw file structure.

  • 04

    Can I use this with Claude or Cursor?

    Yes. This MCP works with any MCP-compatible client including Claude, Cursor, Windsurf, and VS Code.

  • 05

    Why can't I just upload the file to my AI directly?

    Raw OFX files use a complex SGML structure that often causes AI models to hallucinate or misread numbers. This MCP ensures the data is clean and accurate.

  • 06

    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.

  • 07

    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.

  • 08

    Can it process QFX files from Quicken?

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

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