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Bank statement PDF → transactions + reconciliation check

extract_statement
Read-onlyIdempotent

Turn a bank statement or transaction PDF into a clean transaction table (JSON + CSV), then cross-check it: opening + credits - debits must equal the stated closing balance. If it does not balance you get the exact difference and which row the running balance first breaks at — so you know whether the table is safe to use for accounting. Text-layer PDFs only (scanned images not yet supported).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
urlYesPublic URL of the statement PDF.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

TDQS

A4.5/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Beyond the annotations (read-only, idempotent), the description reveals the reconciliation behavior: it checks opening+credits-debits against closing balance, reports the exact difference, and identifies the first breaking row. This is valuable behavioral context not present in annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is two sentences, with the core function front-loaded in the first sentence and the reconciliation detail/limitation in the second. No redundancy with schema/annotations.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description covers input, output format (JSON+CSV), built-in validation logic, error reporting (exact difference, breaking row), and the scan limitation. With an output schema present and annotations covering safety, this is fully complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema already fully documents the single 'url' parameter as 'Public URL of the statement PDF.' The description adds the text-layer limitation and type of PDF, but no additional parameter semantics beyond the schema's 100% coverage.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool converts a bank statement PDF into a JSON/CSV transaction table and performs a reconciliation check. This specific verb+resource+behavior distinguishes it from siblings like extract_tables (generic) and convert_to_pdf (opposite direction).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It specifies the target input (bank statement or transaction PDF) and clearly states a limitation: text-layer PDFs only, scanned images not supported. This gives clear when-to-use and when-not-to-use context, though it does not explicitly name alternative tools.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A3.6/5.0
Disambiguation3/5

Many tools are clearly distinct, but there are several overlapping groups: PDF extraction (extract_invoices, extract_statement, extract_tables, pdf_to_markdown), table comparison (diff_tables vs reconcile_ledger), and model pricing (list_models vs model_costs). Descriptions help clarify boundaries, but an agent could misselect without careful reading.

Naming Consistency3/5

All names use lowercase snake_case, but the verb-noun pattern is inconsistent. Most tools are verb-first (build_app, clean_table, fetch_page), but several are noun-first (jwt_decode, regex_test, web_search), noun-only (ai_visibility, model_costs), bare verbs (recall, remember), or a full phrase (what_can_you_do). This mixed convention is still readable but not predictable.

Tool Count2/5

With 34 tools, this server exceeds the 25-tool threshold for 'too many'. While the breadth covers many utility domains, the count is heavy and some tools could be consolidated or removed. A more focused set would reduce cognitive load and misselection risk.

Completeness3/5

The utility set covers web, PDF, CSV, model, task, and dev tooling well, but there are notable gaps in resource lifecycles. Apps have build/list/get but no update/delete, and memories support remember/recall but no forget. These missing operations could create dead ends for agents.