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.

Changed2 schema fields changedOct 10, 2026
- removedOutput schema / properties / document / properties / statements / items / properties / products / items / properties / accounts / items / properties / transactions / items / properties / balance / anyOf
```
Removed value: -[
-  {
-    "type": "number"
-  },
-  {
-    "type": "string"
-  }
-]
```
- addedOutput schema / properties / document / properties / statements / items / properties / products / items / properties / accounts / items / properties / transactions / items / properties / balance / type
```
Added value: +"number"
```
Changed2 schema fields changedOct 2, 2026
- addedOutput schema / properties / document / properties / statements / items / properties / products / items / properties / accounts / items / properties / id
```
Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}
```
- addedOutput schema / properties / document / properties / statements / items / properties / products / items / properties / id
```
Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}
```

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?

Annotations already declare a safe, read-only, closed-world operation, and the description adds substantial non-obvious behavior on top: json returns inline data whereas csv/xlsx/qbo/xero return a time-limited download link, qbo/xero always export normalized data, and an absent originalData zeroes a benchmark dimension. It also discloses the required handling of the 'summary' field. This is context the annotations cannot 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?

Front-loaded with purpose and the convert_statement dependency, then descending into format and mode detail. It is dense rather than padded, though the data_mode explanation duplicates its schema description and the response-handling instructions at the end lengthen it beyond the tool's core contract.

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?

With an output schema present, return values need not be re-explained, yet the description still covers the one ambiguous return element (the 'summary' field as source of truth) plus translation and output-format presentation rules. Nothing an agent needs to call this correctly 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 baseline is 3, but the description adds real meaning beyond the schema: the download-link versus inline distinction per output_format, the link-presentation instruction, and the evaluate_benchmark rationale for data_mode 'original'. The data_mode semantics are largely restated from the schema, which keeps this from a 5.

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?

States a specific verb+resource ('fetch the full converted data for a previously processed document') and explicitly positions itself relative to the sibling convert_statement ('use this after convert_statement returns a "processing" status'). An agent can distinguish it from convert_statement and list_statements without opening any schema.

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?

Gives explicit when-to-use triggers (after a 'processing' status, or to re-fetch) and a concrete downstream condition for data_mode: 'original' ('when you plan to submit results to evaluate_benchmark'). It also names the alternative formats and their behavior, leaving nothing to inference.

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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