Connect-MCP

Bankstatemently

io.github.bankstatemently/bankstatemently-mcp · v2.1.0

Convert PDF bank statements into structured transactions, accounts, and balances.

MCPremoteAPI keyDocuments & PDFFinanceE-commerce

Reported outcomes

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Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 22 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 88/100

What it does: 22 tools · 13 read, 9 write (incl. delete/pay) · Documents & PDF, E-commerce, Finance

Test call list_statements: needs a key: rpc error: Invalid or missing authentication. Provide a valid API key via the X-API-Key header. (243 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +10
  • Read/write annotations: +5
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://api.bankstatemently.com/mcp

Tools

22 tools listed at last check
  • 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 n
  • convert_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 pd
  • get_statement 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 downlo
  • categorize_statement 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 e
  • list_statements Browse your previously converted bank statements with pagination and optional status filter.
  • dismiss_statement 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.
  • adjudicate_transfers Decide whether ambiguous pairs from list_transfers are transfers. Pass "verdict" when the user has told you; leave it out to let the AI judge decide. Returns the updated list_transfers answer.
  • adjudicate_outflows Decide where an "unresolved" debit from list_outflows went (the documents' claims conflict and nothing settles them). Pass "verdict" and "transactionIds" when the user has told you; leave "verdict" out to let the AI judge decide the named rows, or every unresolved row. Returns the updated list_outfl
  • get_credits 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
  • list_memories List your memories, default memory first. The default memory covers the whole workspace. Named memories include name, situation and scope. Free to use — no credits consumed.
  • create_memory Create a named memory: a scoped lens over your accounts and dates with a user-authored name, optional situation ("bookkeeping", "divorce" or "estate"), and ChatScope. Free to use — no credits consumed.
  • update_memory Rename or rescope an existing named memory, or update its situation. The default memory is immutable. Free to use — no credits consumed.
  • rate_statement Report how well a previously converted bank statement was parsed: submit a 1-5 rating, optionally with structured feedback at any rating. Your rating counts toward the average ratings shown on bankstatemently.com. Calling this again for the same document updates your existing rating without clearing
  • 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 catal
  • 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
  • aggregate 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 da
  • group_by Group transactions by a dimension (month/category/counterparty/account/currency) and apply a metric to each group. Results are per-currency. The "counterparty" dimension keys on the printed counterparty, else a printed account mask (••1234), else the description's name tokens, so a rail word or refe
  • top_n 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 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.
  • 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.
  • list_transfers 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
  • list_outflows Every debit that left your accounts — in no confirmed transfer between your own accounts, and not a fee — each in ONE destination whose kind is also its next step: "own-account" (a printed account mask that names one of your accounts and no matched credit was found: ask for that account's statement)

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