Import bank statements and plan transfers with Claude over MCP
The builder of Stoke Money, a cash-flow forecasting app, connects it to Claude via MCP to import PDF bank statements, tag vacation spending and plan transfers between accounts.
Source: Builder's site (via Hacker News)
Example prompt
Import the attached PDF statements, tag anything from my trip as Vacation, and tell me how much to move into checking before rent is due.
FAQ
Where does this use case come from?
Builder's site (via Hacker News): https://stoke.money/
Is this a guaranteed result?
No. It describes what a builder reported or what vendors say their tools do. Results depend on your setup.
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