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KontoCSV

KontoCSV

Connector for Claude

The KontoCSV remote MCP connector lets Claude inspect bank statements and transaction CSVs, prepare accounting conversions, use existing KontoCSV credits after explicit confirmation, track conversion status, and return validated accounting exports.

Connection endpoint

Remote MCP URL: https://www.kontocsv.de/api/mcp/claude

Authentication uses OAuth 2.0 with PKCE and Claude-compatible Client ID Metadata Document discovery. Each user connects their own KontoCSV account.

Prerequisites

  • A KontoCSV account.
  • Existing KontoCSV credits for a conversion. The public Claude connector does not sell credits or start checkout.
  • A supported PDF bank/card/payment statement or transaction CSV on the user's local device.

How file handoff works

  1. Ask Claude to use KontoCSV for the desired accounting task.
  2. KontoCSV creates a short-lived browser-upload link for the expected PDF or CSV.
  3. Open the KontoCSV link and choose the file from your device. The browser uploads it directly to KontoCSV private storage.
  4. Return to Claude and say that the browser upload is complete.
  5. KontoCSV verifies the uploaded object, inspects it, and reports supported accounting formats.
  6. For a conversion, KontoCSV prepares the required credit amount. Claude must obtain your explicit confirmation before the conversion starts.
The public connector does not query Claude memory, chat history, conversation summaries, or files uploaded to Claude. Do not attach the bank statement to Claude for this connector workflow; use the direct KontoCSV browser-upload link instead.

Available tools

  • Create browser upload: creates a short-lived, user-bound KontoCSV upload link.
  • Complete browser upload: verifies that the direct upload exists and makes it available for inspection.
  • Inspect: identifies document type, pages, currency, balances, and compatible export profiles.
  • Prepare conversion: checks required and available existing credits without showing prices or checkout.
  • Credit balance: reads total, reserved, and available KontoCSV credits.
  • Convert: starts a conversion only after explicit user confirmation.
  • Status: tracks the job and its validation state.
  • Download: returns a short-lived link for an eligible completed accounting export.

Example requests

Inspect my bank statement with KontoCSV and tell me which accounting export formats are available. Do not convert it.
Convert my bank statement to DATEV SKR04 using my existing KontoCSV credits. Give me the KontoCSV browser upload link first.
Convert my transaction CSV to Exact Online using my existing KontoCSV credits. Do not start until I confirm.
How many KontoCSV credits are currently available in my connected account?

Supported accounting exports

Depending on the source document and balance evidence, KontoCSV can prepare formats including Standard Bank CSV, DATEV SKR03/SKR04, Lexware, MT940, CAMT.053, QuickBooks/QBO, Xero, Exact Online, Holded, Pennylane, Yuki, Twinfield, and other supported profiles. Strict bank-statement formats such as MT940 and CAMT.053 are offered only when the required opening and closing balance evidence is available.

Privacy, retention, and support

See the Claude connector privacy notice and the full KontoCSV Privacy Policy. Uploaded and generated conversion files are automatically deleted no later than 7 days after upload or creation.

Support: support@kontocsv.de · KontoCSV Support

Troubleshooting

  • If the browser-upload link expired, ask Claude to create a new KontoCSV upload link.
  • If the connector reports insufficient credits, add credits directly in KontoCSV and retry the preparation step. The Claude connector itself does not start checkout.
  • If an export requires opening/closing balances that are not reliably present, choose a normal CSV/accounting export instead of a strict bank-statement format.