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parse_bank_statement

Parse a bank statement PDF (any Indian bank + international formats) into categorized transactions with dates, amounts, balances, payment modes (UPI/NEFT/ATM/...), and an income/expense summary. Requires Developer tier or above.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
file_urlNoHTTPS URL of the file to process (the server downloads it)
filenameYesFilename with extension, e.g. invoice.pdf
file_base64NoBase64-encoded file content (alternative to file_url; max 15MB decoded)

TDQS

A3.7/5.0
Behavior2/5

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

No annotations provided. The description does not disclose processing time, error handling, file size limits (max 15MB only for base64), or supported formats beyond 'any Indian bank + international formats'. The behavior is only partially transparent.

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 a single concise sentence plus a requirement. It is front-loaded with essential information and contains no unnecessary words.

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

Completeness3/5

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

Given no output schema, the description mentions return values (categorized transactions, summary) but lacks structure details (e.g., exact fields, categories). It also doesn't cover error cases or edge cases. Adequate but not thorough.

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?

Schema description coverage is 100%, so the schema documents all parameters. The description adds context about the overall task but does not enhance parameter-specific meaning beyond what's in the schema.

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 verb (parse), resource (bank statement PDF), and specific outputs (categorized transactions, dates, amounts, balances, payment modes, income/expense summary). It distinguishes itself from sibling tools (none parse bank statements).

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?

The description mentions the requirement (Developer tier or above) and implies use when parsing bank statements. However, it doesn't explicitly state when not to use or compare with alternatives.

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

A4/5.0
Disambiguation5/5

Each tool targets a distinct document processing task (compression, fraud detection, invoice extraction, statement parsing, conversion, reconciliation, GST validation) with clear descriptions that avoid overlap.

Naming Consistency5/5

All tool names follow the verb_noun snake_case pattern (e.g., compress_pdf, validate_gstin), providing a predictable and uniform naming convention.

Tool Count5/5

Seven tools cover the core capabilities for a PDF/document magic service focused on financial documents, balancing breadth without being overwhelming or sparse.

Completeness4/5

The set addresses key workflows (compress, convert, extract, parse, validate, reconcile), but misses general OCR or merge/split features. For the financial niche, it is nearly complete.

Resources