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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
NameRequiredDescriptionDefault
limitNo
offsetNo
data_modeNo
document_idYes
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

A4.6/5.0
Behavior4/5

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

The description goes beyond the readOnly annotation by providing behavioral instructions, such as using the 'summary' field as the single source of truth, translating responses, and not echoing raw status values or field names. However, it does not cover potential errors or rate limits, so it's not exhaustive.

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 detailed and well-structured, covering multiple aspects without being excessively verbose. Some redundancy exists (e.g., repeating the instruction to avoid adding details), but overall it is concise enough for its complexity.

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 provides comprehensive context: its relationship with convert_statement, handling of output formats, data modes, and the specific instruction to use original data_mode when passing to evaluate_benchmark. This makes it self-sufficient for proper usage.

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?

The description explains the nuanced parameters output_format and data_mode in depth, clarifying defaults, formats, and their effects on the response. It does not explicitly explain limit/offset or document_id, but these are standard pagination and identifier parameters that are self-evident from 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 tool's purpose: 'Fetch the full converted data for a previously processed document.' It also distinguishes it from siblings by specifying when to use it (after convert_statement returns a 'processing' status) and when to re-fetch results.

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?

The description explicitly states when to use the tool: 'Use this after convert_statement returns a 'processing' status, or to re-fetch results.' It also provides detailed guidance on output_format and data_mode options, including their defaults and implications.

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.