MCP serverio.github.bankstatemently/bankstatemently-mcp

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_trans

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 you

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 categ

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 "

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 yoursel

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 t

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.

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 pag

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" (def

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 statem

Browse your previously converted bank statements with pagination and optional status filter.

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

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

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-cas

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 fil

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" 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 accoun