Bankstatemently
io.github.bankstatemently/bankstatemently-mcpConvert PDF bank statements into structured transactions, accounts, and balances.
Tools · 16
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_u…
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 p…
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 da…
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 cre…
Browse your previously converted bank statements with pagination and optional status filter.
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 i…
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 c…
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…
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 …
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 defau…
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 default…
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" t…
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…
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 …
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…
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 an…
Resources · 1
Bankstatemently Open Benchmark for bank statement parsing — 15 synthetic statements across 3 difficulty tiers, 12 countries, 9 languages, and 30+ parsing challenges.
benchmark://catalog
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How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"bankstatemently": {
"url": "https://api.bankstatemently.com/mcp",
"transport": "streamable-http"
}
}
}