Connect Lido's MCP server to Claude or Cursor and extract transactions, balances, and account details from any bank statement format.
claude mcp add lido -- npx -y @lido-app/mcp-serverThe Lido MCP server is the fastest way to extract structured data from bank statements using an AI coding assistant. Install with one command, describe what you need in plain English, and get organized rows and columns back — no templates, no configuration. 50 free pages included.
Three steps from install to extracted data
Run a single command in your terminal. Works with Claude Code, Claude Desktop, Cursor, and Windsurf.
Tell Claude or Cursor to extract data from your bank statements. Describe what you need in plain English.
Lido reads the document layout, extracts the fields and tables, and returns structured data you can use immediately.
Extract data from bank statements without leaving your editor
Lido reads document layouts the way a human would — interpreting headers, tables, and field relationships by context. No zones, no rules, no training.
Run a single npm command and the MCP server connects to your AI assistant. No API keys to configure, no SDKs to install, no dashboard to set up.
Get clean rows and columns from any document. Line items, totals, dates, vendor names — extracted and organized into data you can pipe into your code.
OCR built in. Photographed receipts, scanned invoices, and image-only PDFs all get the same accurate extraction as digital documents.
Process hundreds of bank statements in a single conversation. Point your AI assistant at a folder and let Lido extract them all.
SOC 2 Type 2 certified and HIPAA compliant. Documents encrypted in transit and at rest, automatically deleted within 24 hours.
Tell your AI assistant what to extract in plain English
"Extract every transaction from this bank statement — date, description, debit, credit, and running balance."
"Process bank statements for Jan through Dec and combine all transactions into one spreadsheet."
"Extract transactions from this bank statement and flag any that don't match entries in ledger.csv."
"Pull the opening balance, closing balance, total deposits, and total withdrawals from this statement."
Last updated: June 2026
Model Context Protocol (MCP) is an open standard from Anthropic that allows AI assistants to connect directly with external tools and data sources. Instead of manually transferring data between your browser and your AI, MCP servers grant the AI immediate access to specialized capabilities.
The Lido MCP server provides Claude, Cursor, and other MCP-compatible tools with document extraction ability. After installation, your AI assistant acquires four new tools: authenticating with your Lido account, extracting data from files, accessing extraction tips for different document types, and checking your usage.
This means you can provide your AI with a batch of bank statements and request the specific data you need — all within the same conversation where you are writing code, analyzing data, or building automation.
Standard document extraction tools force you to open a web dashboard, upload files, configure extraction templates, and then export the results to wherever you are working. MCP eliminates that workflow interruption.
With an MCP server, your AI assistant orchestrates the entire process: it reads your document, calls the extraction API, and returns structured data — all in the same terminal or editor where you are already working. You describe your requirements in English, and the AI handles the extraction logic.
Lido’s approach is particularly effective because it needs no templates. Most extraction tools demand that you define zones, rules, or training sets for each document layout. Lido analyzes the visual structure of each document independently, the way a person would scan a page and recognize which numbers are totals, which text is a vendor name, and which rows form a table.
For step-by-step setup instructions, see how to extract document data with Claude using Lido MCP. For background on the protocol itself, read what is MCP (Model Context Protocol).
Related: compare MCP servers for accounting document processing via MCP, document to CSV conversion via MCP, document to spreadsheet conversion via MCP.
Any tool that supports Model Context Protocol. This includes Claude Code (terminal), Claude Desktop (app), Cursor, Windsurf, and other MCP-compatible clients. The server installs the same way in all of them.
No. Lido reads document layouts automatically — it interprets headers, tables, and field relationships by visual context rather than predefined zones or rules. This means it works on any bank statement layout from any source without configuration.
95-99% accuracy on digital documents and 90-98% on scanned documents. Lido uses AI vision models that read the visual structure of each page, so accuracy is consistent across different layouts and formats.
50 pages free, no credit card required. After that, plans start at $29/month for 100 pages. Enterprise pricing is available for high-volume processing.
Lido is SOC 2 Type 2 certified and HIPAA compliant. Documents are encrypted with AES-256 at rest and TLS 1.2+ in transit. All uploaded documents are automatically deleted within 24 hours and are never used to train AI models.
Yes. The MCP server includes OCR for scanned documents and images. Photographed receipts, scanned invoices, and image-only PDFs all get the same structured extraction as digital documents.
One command. 50 free pages. No credit card, no templates, no configuration.
claude mcp add lido -- npx -y @lido-app/mcp-server