Bankstatemently

Get Statement Data

get_statement

Read-only

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 download link instead: present it as a normal link. data_mode selects which projection of the data you get: omit it for each output_format's existing default behavior. "normalized" is the cleaned, interpreted view; "original" includes each transaction's raw column values exactly as printed on the source PDF (originalData); "enhanced" is a reformatted view of the original columns (csv/xlsx only for now). Fetch data_mode: "original" when you plan to submit results to evaluate_benchmark — pass its originalData through verbatim; an absent originalData scores that benchmark's raw-fidelity dimension 0 for this document. 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.

Input Schema

TableJSON Schema

Name	Required	Description	Default
`limit`	No	output_format "json" only. Max transactions to return (default 500, capped at 2000, or 500 with data_mode "original").
`offset`	No	output_format "json" only. Number of transactions to skip. Omit to start from the beginning.
`data_mode`	No	Omit for each output_format's existing default behavior (json: normalized; csv/xlsx: the export route's own default). "normalized": the cleaned, interpreted data. "original": includes each transaction's raw column values as printed on the source PDF (originalData) — fetch this before submitting to evaluate_benchmark. "enhanced": a reformatted view of the original columns; only available for output_format csv/xlsx today. qbo/xero always export normalized data — omit data_mode (or pass "normalized" explicitly) for those formats.
`document_id`	Yes	Document ID (from convert_statement or list_statements)
`output_format`	No	Output format	json

Output Schema

TableJSON Schema

Name	Required	Description	Default
`hint`	No
`error`	No
`gating`	No
`status`	Yes
`columns`	No
`message`	No
`results`	No
`summary`	No
`dataMode`	No
`document`	No
`warnings`	No
`elapsedMs`	No
`exportUrl`	No
`documentId`	No
`pagination`	No
`transactions`	No
`confidenceScore`	No
`estimateSeconds`	No
`processingStage`	No
`transactionCount`	No
`processingProgress`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed5 schema fields changedSep 15, 2026

removedOutput schema / properties / completedAt

Removed value: -{
-  "anyOf": [
-    {
-      "type": "string"
-    },
-    {
-      "type": "null"
-    }
-  ]
-}

removedOutput schema / properties / createdAt

Removed value: -{
-  "anyOf": [
-    {
-      "type": "string"
-    },
-    {
-      "type": "null"
-    }
-  ]
-}

removedOutput schema / properties / extraction

Removed value: -{
-  "additionalProperties": false,
-  "properties": {
-    "method": {
-      "enum": [
-        "rule",
-        "vlm",
-        "precomputed"
-      ],
-      "type": "string"
-    },
-    "pageCount": {
-      "type": "number"
-    }
-  },
-  "required": [
-    "method",
-    "pageCount"
-  ],
-  "type": "object"
-}

removedOutput schema / properties / processedAt
```
Removed value: -{
-  "type": "string"
-}
```
removedOutput schema / properties / processingTimeMs
```
Removed value: -{
-  "type": "number"
-}
```

Changed23 schema fields changedSep 10, 2026

addedOutput schema / $defs

Added value: +{
+  "__schema0": {
+    "anyOf": [
+      {
+        "type": "string"
+      },
+      {
+        "type": "number"
+      },
+      {
+        "type": "boolean"
+      },
+      {
+        "type": "null"
+      },
+      {
+        "items": {
+          "$ref": "#/$defs/__schema0"
+        },
+        "type": "array"
+      },
+      {
+        "additionalProperties": {
+          "$ref": "#/$defs/__schema0"
+        },
+        "propertyNames": {
+          "type": "string"
+        },
+        "type": "object"
+      }
+    ]
+  }
+}

changedOutput schema / properties / columns / items / additionalProperties
```
Previous value: -{}New value: +false
```

addedOutput schema / properties / completedAt

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / createdAt

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / document / properties / bank

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / document / properties / bankId

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / document / properties / country

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / document / properties / currency

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / document / properties / documentType

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / document / properties / languages

Added value: +{
+  "anyOf": [
+    {
+      "items": {
+        "type": "string"
+      },
+      "type": "array"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / document / properties / pageCount

Added value: +{
+  "anyOf": [
+    {
+      "type": "number"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / document / properties / statementDate

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / document / properties / statementPeriod

Added value: +{
+  "additionalProperties": false,
+  "properties": {
+    "from": {
+      "anyOf": [
+        {
+          "type": "string"
+        },
+        {
+          "type": "null"
+        }
+      ]
+    },
+    "to": {
+      "anyOf": [
+        {
+          "type": "string"
+        },
+        {
+          "type": "null"
+        }
+      ]
+    }
+  },
+  "required": [
+    "from",
+    "to"
+  ],
+  "type": "object"
+}

addedOutput schema / properties / document / properties / statements

Added value: +{
+  "items": {
+    "additionalProperties": {},
+    "properties": {
+      "date": {
+        "type": "string"
+      },
+      "period": {
+        "additionalProperties": false,
+        "properties": {
+          "from": {
+            "type": "string"
+          },
+          "to": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "from",
+          "to"
+        ],
+        "type": "object"
+      },
+      "products": {
+        "items": {
+          "additionalProperties": {},
+          "properties": {
+            "accounts": {
+              "items": {
+                "additionalProperties": false,
+                "properties": {
+                  "accountHolderName": {
+                    "anyOf": [
+                      {
+                        "type": "string"
+                      },
+                      {
+                        "type": "null"
+                      }
+                    ]
+                  },
+                  "accountId": {
+                    "anyOf": [
+                      {
+                        "type": "number"
+                      },
+                      {
+                        "type": "null"
+                      }
+                    ]
+                  },
+                  "accountNumber": {
+                    "anyOf": [
+                      {
+                        "type": "string"
+                      },
+                      {
+                        "type": "null"
+                      }
+                    ]
+                  },
+                  "cardNumber": {
+                    "anyOf": [
+                      {
+                        "type": "string"
+                      },
+                      {
+                        "type": "null"
+                      }
+                    ]
+                  },
+                  "categories": {
+                    "items": {
+                      "additionalProperties": {
+                        "$ref": "#/$defs/__schema0"
+                      },
+                      "propertyNames": {
+                        "type": "string"
+                      },
+                      "type": "object"
+                    },
+                    "type": "array"
+                  },
+                  "currency": {
+                    "type": "string"
+                  },
+                  "declared": {
+                    "items": {
+                      "additionalProperties": {
+                        "$ref": "#/$defs/__schema0"
+                      },
+                      "propertyNames": {
+                        "type": "string"
+                      },
+                      "type": "object"
+                    },
+                    "type": "array"
+                  },
+                  "totals": {
+                    "additionalProperties": false,
+                    "properties": {
+                      "closingBalance": {
+                        "anyOf": [
+                          {
+                            "type": "number"
+                          },
+                          {
+                            "type": "null"
+                          }
+                        ]
+                      },
+                      "openingBalance": {
+                        "anyOf": [
+                          {
+                            "type": "number"
+                          },
+                          {
+                            "type": "null"
+                          }
+                        ]
+                      },
+                      "totalCredits": {
+                        "anyOf": [
+                          {
+                            "type": "number"
+                          },
+                          {
+                            "type": "null"
+                          }
+                        ]
+                      },
+                      "totalDebits": {
+                        "anyOf": [
+                          {
+                            "type": "number"
+                          },
+                          {
+                            "type": "null"
+                          }
+                        ]
+                      }
+                    },
+                    "type": "object"
+                  },
+                  "transactions": {
+                    "items": {
+                      "additionalProperties": false,
+                      "properties": {
+                        "accountId": {
+                          "type": "number"
+                        },
+                        "amount": {
+                          "anyOf": [
+                            {
+                              "type": "number"
+                            },
+                            {
+                              "type": "string"
+                            }
+                          ]
+                        },
+                        "balance": {
+                          "anyOf": [
+                            {
+                              "type": "number"
+                            },
+                            {
+                              "type": "string"
+                            }
+                          ]
+                        },
+                        "category": {
+                          "type": "string"
+                        },
+                        "checkNumber": {
+                          "type": "string"
+                        },
+                        "currency": {
+                          "type": "string"
+                        },
+                        "date": {
+                          "type": "string"
+                        },
+                        "description": {
+                          "type": "string"
+                        },
+                        "direction": {
+                          "anyOf": [
+                            {
+                              "type": "string"
+                            },
+                            {
+                              "type": "null"
+                            }
+                          ]
+                        },
+                        "originalData": {
+                          "additionalProperties": {
+                            "type": "string"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        },
+                        "reference": {
+                          "type": "string"
+                        },
+                        "sequence": {
+                          "type": "number"
+                        }
+                      },
+                      "required": [
+                        "sequence",
+                        "date",
+                        "description",
+                        "amount",
+                        "direction",
+                        "currency"
+                      ],
+                      "type": "object"
+                    },
+                    "type": "array"
+                  }
+                },
+                "required": [
+                  "accountId"
+                ],
+                "type": "object"
+              },
+              "type": "array"
+            },
+            "categories": {
+              "items": {
+                "additionalProperties": {
+                  "$ref": "#/$defs/__schema0"
+                },
+                "propertyNames": {
+                  "type": "string"
+                },
+                "type": "object"
+              },
+              "type": "array"
+            },
+            "currency": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "declared": {
+              "items": {
+                "additionalProperties": {
+                  "$ref": "#/$defs/__schema0"
+                },
+                "propertyNames": {
+                  "type": "string"
+                },
+                "type": "object"
+              },
+              "type": "array"
+            },
+            "productId": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "productName": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            }
+          },
+          "required": [
+            "productId",
+            "productName",
+            "currency",
+            "accounts"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      }
+    },
+    "required": [
+      "products"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

addedOutput schema / properties / elapsedMs

Added value: +{
+  "anyOf": [
+    {
+      "additionalProperties": false,
+      "properties": {
+        "pass": {
+          "type": "number"
+        },
+        "total": {
+          "type": "number"
+        }
+      },
+      "required": [
+        "pass",
+        "total"
+      ],
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / estimateSeconds

Added value: +{
+  "anyOf": [
+    {
+      "type": "number"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

changedOutput schema / properties / extraction / additionalProperties
```
Previous value: -{}New value: +false
```

changedOutput schema / properties / gating / anyOf

Previous value: -[
-  {
-    "additionalProperties": {},
-    "properties": {
-      "accessMode": {
-        "enum": [
-          "paid",
-          "free_processed"
-        ],
-        "type": "string"
-      },
-      "gatedRecipe": {
-        "anyOf": [
-          {
-            "enum": [
-              "template-first",
-              "vlm-learning"
-            ],
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "hiddenTransactionPages": {
-        "type": "number"
-      },
-      "previewMode": {
-        "type": "boolean"
-      },
-      "previewPageLimit": {
-        "anyOf": [
-          {
-            "type": "number"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "previewPages": {
-        "items": {
-          "type": "number"
-        },
-        "type": "array"
-      },
-      "previewTransactionCount": {
-        "type": "number"
-      },
-      "processedPages": {
-        "type": "number"
-      },
-      "requiresPlanUpgrade": {
-        "type": "boolean"
-      },
-      "resultQuality": {
-        "enum": [
-          "verified",
-          "partial",
-          "unverified"
-        ],
-        "type": "string"
-      },
-      "totalPages": {
-        "type": "number"
-      },
-      "totalTransactionCount": {
-        "type": "number"
-      },
-      "unlocked": {
-        "type": "boolean"
-      }
-    },
-    "required": [
-      "previewMode",
-      "accessMode",
-      "previewPageLimit",
-      "previewPages",
-      "hiddenTransactionPages",
-      "processedPages",
-      "totalPages",
-      "totalTransactionCount",
-      "previewTransactionCount",
-      "unlocked",
-      "requiresPlanUpgrade",
-      "resultQuality",
-      "gatedRecipe"
-    ],
-    "type": "object"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "accessMode": {
+        "enum": [
+          "paid",
+          "free_processed"
+        ],
+        "type": "string"
+      },
+      "gatedRecipe": {
+        "anyOf": [
+          {
+            "enum": [
+              "template-first",
+              "vlm-learning"
+            ],
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "hiddenTransactionPages": {
+        "type": "number"
+      },
+      "previewMode": {
+        "type": "boolean"
+      },
+      "previewPageLimit": {
+        "anyOf": [
+          {
+            "type": "number"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "previewPages": {
+        "items": {
+          "type": "number"
+        },
+        "type": "array"
+      },
+      "previewTransactionCount": {
+        "type": "number"
+      },
+      "processedPages": {
+        "type": "number"
+      },
+      "requiresPlanUpgrade": {
+        "type": "boolean"
+      },
+      "resultQuality": {
+        "enum": [
+          "verified",
+          "partial",
+          "unverified"
+        ],
+        "type": "string"
+      },
+      "totalPages": {
+        "type": "number"
+      },
+      "totalTransactionCount": {
+        "type": "number"
+      },
+      "unlocked": {
+        "type": "boolean"
+      }
+    },
+    "required": [
+      "previewMode",
+      "accessMode",
+      "previewPageLimit",
+      "previewPages",
+      "hiddenTransactionPages",
+      "processedPages",
+      "totalPages",
+      "totalTransactionCount",
+      "previewTransactionCount",
+      "unlocked",
+      "requiresPlanUpgrade",
+      "resultQuality",
+      "gatedRecipe"
+    ],
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

changedOutput schema / properties / pagination / additionalProperties
```
Previous value: -{}New value: +false
```

addedOutput schema / properties / processingProgress

Added value: +{
+  "anyOf": [
+    {
+      "additionalProperties": false,
+      "properties": {
+        "pagesProcessed": {
+          "type": "number"
+        },
+        "pass": {
+          "additionalProperties": false,
+          "properties": {
+            "number": {
+              "type": "number"
+            },
+            "startedAt": {
+              "type": "number"
+            }
+          },
+          "required": [
+            "number",
+            "startedAt"
+          ],
+          "type": "object"
+        },
+        "totalPages": {
+          "type": "number"
+        }
+      },
+      "required": [
+        "pagesProcessed",
+        "totalPages"
+      ],
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / processingStage

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

changedOutput schema / properties / results / items / additionalProperties
```
Previous value: -{}New value: +false
```
changedOutput schema / properties / warnings / items / additionalProperties
```
Previous value: -{}New value: +false
```

Changed7 schema fields changedSep 4, 2026

changedInput schema / $schema

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

addedInput schema / properties / data_mode / description

Added value: +"Omit for each output_format's existing default behavior (json: normalized; csv/xlsx: the export route's own default). \"normalized\": the cleaned, interpreted data. \"original\": includes each transaction's raw column values as printed on the source PDF (originalData) — fetch this before submitting to evaluate_benchmark. \"enhanced\": a reformatted view of the original columns; only available for output_format csv/xlsx today. qbo/xero always export normalized data — omit data_mode (or pass \"normalized\" explicitly) for those formats."

addedInput schema / properties / document_id / description

Added value: +"Document ID (from convert_statement or list_statements)"

addedInput schema / properties / limit / description

Added value: +"output_format \"json\" only. Max transactions to return (default 500, capped at 2000, or 500 with data_mode \"original\")."

addedInput schema / properties / offset / description

Added value: +"output_format \"json\" only. Number of transactions to skip. Omit to start from the beginning."

addedInput schema / properties / output_format / description
```
Added value: +"Output format"
```

changedOutput schema / $schema

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Changed5 schema fields changedAug 21, 2026

removedInput schema / properties / data_mode / description

Removed value: -"Omit for each output_format's existing default behavior (json: normalized; csv/xlsx: the export route's own default). \"normalized\": the cleaned, interpreted data. \"original\": includes each transaction's raw column values as printed on the source PDF (originalData) — fetch this before submitting to evaluate_benchmark. \"enhanced\": a reformatted view of the original columns; only available for output_format csv/xlsx today. qbo/xero always export normalized data — omit data_mode (or pass \"normalized\" explicitly) for those formats."

removedInput schema / properties / document_id / description

Removed value: -"Document ID (from convert_statement or list_statements)"

removedInput schema / properties / limit / description

Removed value: -"output_format \"json\" only. Max transactions to return (default 500, capped at 2000, or 500 with data_mode \"original\")."

removedInput schema / properties / offset / description

Removed value: -"output_format \"json\" only. Number of transactions to skip. Omit to start from the beginning."

removedInput schema / properties / output_format / description
```
Removed value: -"Output format"
```

Changed1 schema field changedAug 17, 2026

addedOutput schema / properties / results

Added value: +{
+  "items": {
+    "additionalProperties": {},
+    "properties": {
+      "content_hash": {
+        "type": "string"
+      },
+      "duplicate": {
+        "type": "boolean"
+      },
+      "error_code": {
+        "type": "string"
+      },
+      "status": {
+        "type": "string"
+      },
+      "upload_id": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "upload_id"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

First observedAug 12, 2026

TDQS

A4.8/5.0

Behavior5/5

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

The description reveals important behaviors beyond the readOnlyHint annotation: json output is inline while other formats return time-limited download links, the summary field is the single source of truth, responses must be translated faithfully, and raw status values/field names should never be echoed. This is substantial behavioral context that annotations alone do not provide.

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 it is dense with necessary guidance for a tool with multiple output formats, data modes, and cross-tool integration with evaluate_benchmark. It is front-loaded with the core purpose and usage, then expands into format-specific and benchmark-specific details. A few rules (like translation and not echoing raw values) could be seen as extra, but they are operationally relevant.

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 five parameters, an output schema, and multiple format-dependent behaviors, the description covers the essential decision points: when to call it, which data_mode to choose, how each output format behaves, and how to handle the summary field. Pagination defaults are already in the schema, so nothing critical is missing.

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

Parameters4/5

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

Schema coverage is 100%, so the schema already documents all parameters. The description adds meaningful semantics on top: what output_format json does differently from the other formats, how data_mode selects projections, and why 'original' matters for evaluate_benchmark. This goes beyond the schema's enum labels and default values.

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 specific verb-resource pair: 'Fetch the full converted data for a previously processed document.' It clearly distinguishes itself from convert_statement by stating it is used after that tool returns a 'processing' status, so an agent can tell when get_statement is the right call.

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?

It explicitly says when to use the tool ('after convert_statement returns a processing status, or to re-fetch results') and when to fetch data_mode 'original' ('when you plan to submit results to evaluate_benchmark'). This gives direct routing guidance rather than leaving the agent to infer usage from context.

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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