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Bankstatemently

Convert Bank Statement

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 pdf_file/pdf_url equivalent), call request_upload first and pass its upload_id here instead. The base64 pdf parameter is a last resort only, for a caller with no other way to reference the file. To convert several statements in one call, pass upload_ids (the array from a single request_upload call made with count set) instead of pdf/pdf_url/pdf_file/upload_id — mutually exclusive with those four. This batch form only ADMITS each file (queues it, or reports an already-completed duplicate) and returns immediately with a compact per-file status list plus a summary — it never waits for conversion, so call get_statement per document_id once ready rather than expecting inline results here. Returns accounts, transactions, and metadata. output_format "json" (default) returns the data inline, renderable in chat. The other formats (csv, xlsx, qbo, xero) return a time-limited download link instead: present it as a normal link. Every response includes a "summary" field: use it as the single source of truth for what happened. If the conversation is not in English, translate it faithfully into the conversation language; never add details it doesn't contain. Never echo raw status values (e.g. "completed") or field names. Consumes credits (1 per page). Page limit depends on your plan.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pdfNo
pdf_urlNo
passwordNo
pdf_fileNo
upload_idNo
upload_idsNo
output_formatNojson

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
hintNo
errorNo
gatingNo
statusYes
columnsNo
messageNo
resultsNo
summaryNo
dataModeNo
documentNo
warningsNo
exportUrlNo
documentIdNo
extractionNo
paginationNo
processedAtNo
transactionsNo
confidenceScoreNo
processingTimeMsNo
transactionCountNo

TDQS

A4.9/5.0
Behavior5/5

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

Despite sparse annotations, the description extensively discloses side effects (credit consumption), asynchronous batch behavior, time-limited download links, and the essential role of the 'summary' field. This goes well beyond the annotation hints and prevents misuse.

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

Conciseness4/5

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

The description is long, but every clause addresses a distinct need: input methods, batch mode, output formats, and response handling. It is front-loaded with the core purpose and then flows logically. A few minor redundancies (e.g., multiple places mentioning mutual exclusivity) could be trimmed, but it remains scannable.

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?

For a tool with 7 parameters, asynchronous batch semantics, multiple output formats, and credit costs, the description covers all functional gaps: file references, batch admission, polling, download links, summary field, credits, and page limits. The presence of an output schema means return-value details are already covered, so this is complete.

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

Parameters5/5

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

With zero schema description coverage, the description carries the full burden—and excels. It explains the semantic differences between pdf, pdf_url, pdf_file, upload_id, upload_ids, and output_format, adding critical context like 'never encode it yourself' and the mutual exclusivity of parameters.

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 opens with a clear, specific verb+resource: 'Convert a bank statement PDF into structured data or a spreadsheet.' It distinguishes itself from siblings by detailing when to use get_statement (for batch polling) and request_upload (for hosts without file references), making it obvious this is the conversion tool.

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

Usage Guidelines5/5

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

Explicitly explains when to use each of the four file-reference methods (pdf_file, pdf_url, upload_id, base64), calls out mutual exclusivity for batch uploads, and directs users to get_statement for polling when using the asynchronous batch form. It also clarifies default vs. alternative output formats.

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
Disambiguation4/5

Core tools are cleanly separated by resource: statements, transactions, transfers, credits, and benchmark all have dedicated entry points. The five analytics tools (aggregate, group_by, compare, time_series, top_n) share metric/filter language, but their distinct output shapes and careful descriptions prevent major confusion, with only group_by vs. time_series/top_n occasionally overlapping.

Naming Consistency4/5

Most tools follow a clear snake_case verb_noun pattern such as convert_statement, list_transactions, rate_statement, and dismiss_statement. The analytics tools (aggregate, compare, group_by, time_series, top_n) break that pattern, but they are still recognizable, consistently styled, and form a meaningful cluster.

Tool Count4/5

At 16 tools, this is slightly above the typical 3-15 well-scoped range, but the server covers a broad workflow: upload, conversion, retrieval, categorization, analytics, transfer matching, rating, credits, and benchmarking. Each tool maps to a distinct capability, so the count feels justified rather than bloated.

Completeness4/5

The tool surface covers the full statement lifecycle from upload and conversion through retrieval, categorization, analysis, rating, and dismissal, plus useful side capabilities like credits and benchmark evaluation. Minor gaps exist—no permanent deletion and no way to manually edit category mappings—but dismiss_statement and categorize_statement provide adequate workarounds.