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stmtai

Use stmtai inside your AI assistant

Add stmtai to Claude, ChatGPT, Gemini or Perplexity and ask it to convert a bank statement, tell you whether the balances add up, and hand you the Excel, CSV, QuickBooks, Xero or Tally file. It is the same account, the same pages and the same results as on the website, reached from a chat.

Convert a statement free

The server address

Every assistant asks for one thing: the address of the stmtai server. Paste this exactly as written.

https://stmtai.com/mcp

When the assistant connects, you sign in with your stmtai account in the normal login window and allow the connection. The same login and the same page allowance apply; there is nothing extra to buy or set up.

Add it to your assistant

Claude

  1. In Claude, open Customize, then Connectors, and press Add.
  2. Choose Custom, enter the name stmtai and the server address shown above, then press Continue.
  3. Press Add. Claude opens the stmtai sign-in page; sign in with the account you use at stmtai.com and allow the connection.
  4. Start a new chat, open the connectors menu and switch stmtai on.

On a Team or Enterprise plan an owner adds the connector for everyone under Organization settings, then Connectors.

Source: Add a custom connector to Claude (checked November 2026).

ChatGPT

  1. Open chatgpt.com/plugins, press the plus button and choose Add custom MCP server.
  2. Enter the name stmtai and a short description, then under Connection paste the server address shown above (it already ends in /mcp).
  3. Choose OAuth as the authentication, read the risk warning and confirm with I understand and want to continue, then press Create as a plugin.
  4. Review the tools ChatGPT found, install the plugin, and sign in with your stmtai account when ChatGPT asks.
  5. In a new conversation type @ and pick stmtai, or simply attach a statement and ask ChatGPT to convert it.

Your workspace policy decides whether custom MCP servers may be added. Once stmtai is listed in the ChatGPT plugin directory you can install it from there without these steps.

Source: Connect and test your plugin (OpenAI developer documentation) (checked November 2026).

Gemini

  1. Open the Gemini web app with a personal Google Account and add stmtai as a custom app, using the server address shown above.
  2. Sign in with your stmtai account when Google asks and allow the connection.
  3. Ask in plain words, or start the prompt with @stmtai to make Gemini use the app. Once connected on the web, the app also works in the Gemini mobile app.

Google currently offers custom apps to personal accounts in the United States, aged 18 or over, with the app language set to English and Gemini Apps Activity switched on. Gemini asks you to confirm before any action that changes something.

Source: Use apps in Gemini (Google help) (checked November 2026).

Perplexity

  1. Open Settings, then Connectors, and press + Custom connector.
  2. Choose Remote. Enter the name stmtai, the server address shown above, Transport "Streamable HTTP" and Authentication "OAuth 2.0", then press Add.
  3. Open the stmtai connector card and sign in with your stmtai account when asked.
  4. In a new thread, switch the stmtai connector on and ask for what you need.

Custom connectors are available on Perplexity Pro, Max and Enterprise. The menu names above are as two third-party guides reported them in October 2026; we could not read Perplexity’s own help article, so a label may differ slightly from what you see.

Source: Connecting an MCP server to Perplexity (Fathym guide) (checked November 2026).

What it can do

The connection gives the assistant five actions. Ask in plain words; the assistant picks the right one.

  • Convert a bank statement: Sends one statement (PDF, scan, CSV, QIF or OFX) to your stmtai account for conversion, or hands you an upload link when the assistant does not hold the file.
  • Check a conversion: Tells you whether a conversion is still running, failed, or finished, with the bank, period, balance check result and transaction count.
  • Get a download link: Creates a short-lived link to the Excel, CSV, Xero, QuickBooks, Tally or PDF report file of a finished conversion.
  • List recent conversions: Lists your recent conversions, newest first, so the assistant can pick up a file you uploaded on the website.
  • Show the stmtai account: Shows your plan and how many pages you have left this month.

What it cannot do and the limits

  • It cannot delete anything. Conversions, files and your account are deleted only by you, on the website.
  • A statement pasted or attached inside the chat can be about 4 MB at most. Larger files, up to 20 MB, go through ChatGPT’s file attachment or the website; the assistant then checks the result for you.
  • A file may hold up to 60 pages, and no single statement is charged more than 15 pages however long it is.
  • A conversion takes about 10 to 40 seconds. The assistant waits and checks again; if it gives up early, ask it to check the conversion once more.
  • It cannot change your plan, buy pages or ask for a refund. Those stay on the website.
  • If the assistant cannot connect, everything still works at stmtai.com: upload there and ask the assistant to check your latest conversion.

Billing and privacy

Nothing changes. Pages used from an assistant come out of the same allowance as pages used on the website, at the prices on the pricing page. Failed conversions are never charged. Your statement and its result are stored exactly as described on the privacy page; the assistant receives the summary and the files you ask for, and stmtai sends nothing to the assistant on its own.

Disconnecting

Remove the stmtai connector in the assistant where you added it. The assistant loses access as soon as its current token expires; nothing on your stmtai account is changed, and you can add the connector again at any time.

Questions about assistants

Does using stmtai from an assistant cost extra?

No. A conversion started from Claude, ChatGPT, Gemini or Perplexity uses pages from the same monthly allowance or Pages Pack as a conversion on the website, with no separate fee. Failed conversions are never charged.

How do I give the assistant my statement?

In ChatGPT, attach the file to your message and ask for it to be converted. In the other assistants, upload the statement at stmtai.com as usual, then ask the assistant to check your latest conversion or to get you the Excel file.

What does stmtai store when I use it this way?

Exactly what the website stores: the statement while it is processed and the extracted result until it expires or you delete it. The assistant receives only the summary and the files you ask for. The privacy page describes retention in full.

How do I disconnect?

Remove the stmtai connector in the assistant’s settings. The access it held expires on its own within an hour, and the longer sign-in token within 60 days; nothing on your stmtai account is deleted or changed by disconnecting.

Can the assistant delete my conversions or my account?

No. The connection can convert, check, list and download. Deleting is done by you on the account page.

Sources