Bank statement converter with 99.9% accuracy, backed by an open-source benchmark. Convert PDFs to CSV, Excel, QuickBooks, or Xero. JSON via a REST API.
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Last probed Nov 3, 2026 · api.bankstatemently.com
16tools discovered
For AI agents — MCPBundles Directory API
For MCP client apps (human connect):
MCP connect URL: https://api.bankstatemently.com/mcp
Skill page: https://www.mcpbundles.com/skills/bankstatemently-mcp-6b7e2e2e59
Explore capabilities (16)
read 11
write 5
List
3
Get
2
Other capabilities
11
Request Upload URL
write
request_upload
Mint a single-use upload URL for pushing a conversation-attached PDF to Bankstatemently before converting it. Use this ONLY when you have no other way to reference the attached file (no pdf_file/pdf_url equivalent for this host) — e.g. a code-execution sandbox that can see the file on disk but has no URL for it. Playbook: (1) check your sandbox's uploads/attachments directory first — if the file isn't there yet, the mount can lag behind the conversation; ask the user to re-attach or wait a momen
Description may be truncated on the public preview.
Request Upload URL — Mint a single-use upload URL for pushing a conversation-attached PDF to Bankstatemently before converting it. Use this ONLY when you have no other way to reference the attached file (no pdf_file/pdf_url equivalent for this host) — e.g. a code-execution sandbox that can see the file on disk but has no URL for it. Playbook: (1) check your sandbox's uploads/attachments directory first — if the file isn't there yet, the mount can lag behind the conversation; ask the user to re-attach or wait a momen
Convert Bank Statement — Convert a bank statement PDF into structured data or a spreadsheet. When the user attaches a PDF in the conversation, it arrives automatically as pdf_file — never encode it yourself. Otherwise, pass pdf_url for a public HTTPS link. If your host has no way to reference the attached file at all (no pdf_file/pdf_url equivalent), call request_upload first and pass its upload_id here instead. The base64 pdf parameter is a last resort only, for a caller with no other way to reference the file. To conv
Get Statement Data — Fetch the full converted data for a previously processed document. Use this after convert_statement returns a "processing" status, or to re-fetch results. output_format "json" (default) returns the data inline, renderable in chat. The other formats (csv, xlsx, qbo, xero) return a time-limited download link instead: present it as a normal link. data_mode selects which projection of the data you get: omit it for each output_format's existing default behavior. "normalized" is the cleaned, interpret
Categorize Transactions — Run AI transaction categorization on a previously processed document, then return its category mappings. Returns cached categories with no charge if this document was already categorized. Consumes credits (pooled per page, same rate as the categorize toggle on the website) the first time — free on every re-fetch after. Every response includes a "summary" field: use it as the single source of truth for what happened.
List Statements — Browse your previously converted bank statements with pagination and optional status filter.
Dismiss Statement
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Bank statement converter with 99.9% accuracy, backed by an open-source benchmark. Convert PDFs to CSV, Excel, QuickBooks, or Xero. JSON via a REST API.
How do I connect Bankstatemently to my AI agent?
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
How many tools does Bankstatemently provide?
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— Hide a failed, rejected, or cancelled document from future list_statements results. Use this only when the user asks to clear a terminal failed/rejected/cancelled conversion from their history. This is not a delete: it marks the document dismissed and leaves stored data/artifacts untouched.
Get Credit Balance — Your remaining Bankstatemently credits — the processing quota, NOT credit/debit transactions. Use for: how many credits do I have, remaining pages, plan limits, quota, how many pages can I upload. 1 credit = 1 page of bank statement processing. Also reports your plan's operational limits (max pages per upload, max upload size, daily spend cap) so you can size a multi-file batch correctly before starting it.
Rate Statement Conversion — Report how well a previously converted bank statement was parsed: submit a 1-5 rating, optionally with structured feedback (only accepted when the rating is 3 or below) and use-case tags. Calling this again for the same document updates your existing rating without clearing feedback already submitted for it. Returns the stored rating state in the response — there is no separate tool to read your own rating back. Every response includes a "summary" field: use it as the single source of truth for
Evaluate Benchmark — Score parsed bank statement transactions against the Bankstatemently benchmark ground truth. Accepts a statement_id (e.g. "bsb-001") or content_hash, plus your parsed transactions. Returns extraction accuracy, integrity score, and an overall score. Only statements marked published: true in the catalog can be evaluated — held-out statements return an error. transactions[].originalData is optional but strongly recommended: fetch it via get_statement with data_mode: "original" and pass it through v
List Transactions — A transaction is a single line as printed on one account's statement — one side of any movement. Return a filtered list of transactions across your converted statements, capped at 50 rows. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range. Every response names the scope it actually evaluated (document count + covered date range) and each returned row carries its source document's content_hash so you can cite it. For "how man
Aggregate Transactions — Compute a single metric (sum/average/count/max/min) over a filtered set of transactions across your converted statements. Results are per-currency — never sum across currencies yourself. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range. For "how many credits do I have" / processing quota / remaining pages, use get_credits instead — that is not a transaction.
Group Transactions — Group transactions by a dimension (month/category/merchant/account/currency) and apply a metric to each group. Results are per-currency. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range.
Top N Transactions — Return the top N groups ranked by metric (descending), per-currency for monetary metrics. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range.
Compare Transaction Groups — Side-by-side metric comparison for two filtered groups of transactions (e.g. one category vs another, one month vs another). Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range.
Transaction Time Series — Compute a time series by grouping transactions into week or month buckets and applying a metric — useful for trends. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range.
Match Transfers Between Accounts — Match transfers between your own accounts. A transfer is TWO transactions — a debit leaving one of your accounts and a credit arriving in another — matched as two sides of the same movement (amount and date aligned); account-level successions (an account closing into a successor) are matched too. A payment to an outside party is not a transfer here: only movements with both sides visible in your statements are matched. THE way to answer any "was money moved between my accounts" / "did I transfer
MCPBundles probed 16 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
What authentication does Bankstatemently require?
Bankstatemently may require signing in to the provider before tools can run. Connect through MCPBundles or your MCP client and complete any provider login when prompted.
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