Model Context Protocol

Convert documents to CSV through your AI assistant

Connect Lido's MCP server to Claude or Cursor and convert any document — invoices, bank statements, receipts, forms — into clean CSV output.

claude mcp add lido -- npx -y @lido-app/mcp-server
50 free pages No templates needed Open source

The Lido MCP server is the fastest way to extract structured data from documents 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.

How it works

Three steps from install to extracted data

1

Install the MCP server

Run a single command in your terminal. Works with Claude Code, Claude Desktop, Cursor, and Windsurf.

2

Ask your AI to extract

Tell Claude or Cursor to extract data from your documents. Describe what you need in plain English.

3

Get structured output

Lido reads the document layout, extracts the fields and tables, and returns structured data you can use immediately.

Built for developer workflows

Extract data from documents without leaving your editor

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No templates needed

Lido reads document layouts the way a human would — interpreting headers, tables, and field relationships by context. No zones, no rules, no training.

One-command install

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.

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Structured output

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.

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Scans and images

OCR built in. Photographed receipts, scanned invoices, and image-only PDFs all get the same accurate extraction as digital documents.

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Batch processing

Process hundreds of documents in a single conversation. Point your AI assistant at a folder and let Lido extract them all.

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SOC 2 + HIPAA

SOC 2 Type 2 certified and HIPAA compliant. Documents encrypted in transit and at rest, automatically deleted within 24 hours.

What you can say

Tell your AI assistant what to extract in plain English

Invoice to CSV

"Convert this invoice to CSV with columns for line item, quantity, unit price, and total."

Batch to CSV

"Process all PDFs in /reports/ and output one CSV per document with the extracted table data."

Statement to CSV

"Convert this bank statement to CSV format — date, description, debit, credit, balance."

Merge to CSV

"Extract data from these 10 invoices and combine everything into a single CSV file."

What is MCP?

Last updated: June 2026

Model Context Protocol (MCP) is an open standard developed by Anthropic that gives AI assistants a way to connect with external tools and data sources. Rather than manually moving data between your browser and your AI, MCP servers provide the AI with direct access to specialized tools.

The Lido MCP server enables Claude, Cursor, and other MCP-compatible tools to extract structured data from documents. Installing the server gives your AI assistant four new tools: authenticating with your Lido account, extracting data from files, getting extraction guidance for different document types, and tracking your usage.

This allows you to hand your AI a set of documents and ask it to extract the data you need — all inside the same conversation where you are writing code, analyzing data, or building automation.

Why use MCP for document to CSV conversion?

Typical document extraction tools require navigating to a web dashboard, uploading files, setting up extraction templates, and then moving the results back to your working environment. MCP removes that entire context switch.

Using an MCP server, your AI assistant controls the full flow: it reads your document, calls the extraction API, and provides structured data — all in the terminal or editor you are already using. You express what you need in English, and the AI works out how to extract it.

Lido’s method is especially practical because it works without templates. Most extraction tools expect you to define zones, rules, or training sets for each document layout. Lido reads the visual structure of each document individually, similar to how a person would scan a page and understand 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 document to spreadsheet conversion via MCP, data extraction via MCP, document parsing via MCP.

Frequently asked questions

What AI assistants work with the Lido MCP server?

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.

Do I need to create templates for my documents?

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 document layout from any source without configuration.

How accurate is the extraction?

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.

What does it cost?

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.

Is my data secure?

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.

Can I process scanned or photographed documents?

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.

Start extracting documents in your AI assistant

One command. 50 free pages. No credit card, no templates, no configuration.

claude mcp add lido -- npx -y @lido-app/mcp-server