Bankstatemently

Transaction Time Series

time_series

Read-only

Compute a time series by grouping transactions into week or month buckets and applying a metric — useful for trends. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range.

Input Schema

TableJSON Schema

Name	Required	Description
`scope`	No	Optional structural scope (WHO × WHEN). Omit to search across all your completed statements. "accounts" is a list of account/product chips ({ kind: "account" \| "product", id }, the id of an account descriptor or product returned by a tool); "dateRange" bounds by transaction date (YYYY-MM-DD).
`bucket`	Yes	Bucket size.
`filter`	No	Subset of transactions to operate on. All fields are optional and combined with AND logic.
`metric`	Yes	Metric per bucket.

Output Schema

TableJSON Schema

Name	Required	Description	Default
`scope`	Yes
`result`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed5 schema fields changedOct 2, 2026

addedInput schema / properties / filter / additionalProperties
```
Added value: +false
```

removedInput schema / properties / filter / properties / accounts

Removed value: -{
-  "description": "Account number slugs to include.",
-  "items": {
-    "type": "string"
-  },
-  "type": "array"
-}

changedInput schema / properties / scope / description

Previous value: -"Optional structural scope (WHO × WHEN). Omit to search across all your completed statements. \"accounts\" is a list of account/product chips (kind + identityKey); \"dateRange\" bounds by transaction date (YYYY-MM-DD)."New value: +"Optional structural scope (WHO × WHEN). Omit to search across all your completed statements. \"accounts\" is a list of account/product chips ({ kind: \"account\" | \"product\", id }, the id of an account descriptor or product returned by a tool); \"dateRange\" bounds by transaction date (YYYY-MM-DD)."

changedInput schema / properties / scope / properties / accounts / description

Previous value: -"Account/product chips (kind + identityKey) to scope to. Empty = all accounts."New value: +"Account/product id chips (kind + id) to scope to. Empty = all accounts."

changedInput schema / properties / scope / properties / accounts / items / oneOf

Previous value: -[
-  {
-    "properties": {
-      "anchorContentHash": {
-        "description": "Document-anchored lookup when present (results page); omit for a user-scoped lookup (workspace surfaces).",
-        "type": "string"
-      },
-      "identityKey": {
-        "description": "Canonical account identity key (accountIdentityKey), never a raw DB UUID.",
-        "minLength": 1,
-        "type": "string"
-      },
-      "kind": {
-        "const": "account",
-        "description": "This chip addresses a single account.",
-        "type": "string"
-      },
-      "label": {
-        "description": "Display label for this chip.",
-        "type": "string"
-      }
-    },
-    "required": [
-      "kind",
-      "identityKey"
-    ],
-    "type": "object"
-  },
-  {
-    "properties": {
-      "identityKey": {
-        "description": "Product slug.",
-        "minLength": 1,
-        "type": "string"
-      },
-      "kind": {
-        "const": "product",
-        "description": "This chip addresses a product and expands to its child accounts.",
-        "type": "string"
-      },
-      "label": {
-        "description": "Display label for this chip.",
-        "type": "string"
-      }
-    },
-    "required": [
-      "kind",
-      "identityKey"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "id": {
+        "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry.",
+        "format": "uuid",
+        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
+        "type": "string"
+      },
+      "kind": {
+        "const": "account",
+        "description": "This chip addresses a single account.",
+        "type": "string"
+      }
+    },
+    "required": [
+      "kind",
+      "id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "id": {
+        "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`).",
+        "format": "uuid",
+        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
+        "type": "string"
+      },
+      "kind": {
+        "const": "product",
+        "description": "This chip addresses a product and expands to its child accounts.",
+        "type": "string"
+      }
+    },
+    "required": [
+      "kind",
+      "id"
+    ],
+    "type": "object"
+  }
+]

Changed3 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 / result / anyOf

Previous value: -[
-  {
-    "additionalProperties": {},
-    "properties": {},
-    "type": "object"
-  },
-  {
-    "items": {
-      "additionalProperties": {},
-      "properties": {},
-      "type": "object"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "additionalProperties": {
+      "$ref": "#/$defs/__schema0"
+    },
+    "propertyNames": {
+      "type": "string"
+    },
+    "type": "object"
+  },
+  {
+    "items": {
+      "additionalProperties": {
+        "$ref": "#/$defs/__schema0"
+      },
+      "propertyNames": {
+        "type": "string"
+      },
+      "type": "object"
+    },
+    "type": "array"
+  }
+]

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

Changed22 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 / bucket / description
```
Added value: +"Bucket size."
```

addedInput schema / properties / filter / description

Added value: +"Subset of transactions to operate on. All fields are optional and combined with AND logic."

addedInput schema / properties / filter / properties / accounts / description
```
Added value: +"Account number slugs to include."
```
addedInput schema / properties / filter / properties / amountMax / description
```
Added value: +"Inclusive maximum absolute amount."
```
addedInput schema / properties / filter / properties / amountMin / description
```
Added value: +"Inclusive minimum absolute amount."
```

addedInput schema / properties / filter / properties / category / description

Added value: +"Category slug, e.g. \"meals_entertainment\", \"groceries_personal\"."

addedInput schema / properties / filter / properties / currency / description
```
Added value: +"ISO 4217 currency code. E.g. \"USD\", \"HKD\"."
```
addedInput schema / properties / filter / properties / dateEnd / description
```
Added value: +"ISO date (YYYY-MM-DD). Inclusive upper bound."
```
addedInput schema / properties / filter / properties / dateStart / description
```
Added value: +"ISO date (YYYY-MM-DD). Inclusive lower bound."
```
addedInput schema / properties / filter / properties / direction / description
```
Added value: +"Semantic direction."
```

addedInput schema / properties / filter / properties / merchant / description

Added value: +"Substring match against description or counterparty (case-insensitive)."

addedInput schema / properties / filter / properties / text / description

Added value: +"Whole-row text search over raw transaction fields (case-insensitive)."

addedInput schema / properties / metric / description
```
Added value: +"Metric per bucket."
```

addedInput schema / properties / scope / description

Added value: +"Optional structural scope (WHO × WHEN). Omit to search across all your completed statements. \"accounts\" is a list of account/product chips (kind + identityKey); \"dateRange\" bounds by transaction date (YYYY-MM-DD)."

addedInput schema / properties / scope / properties / accounts / description

Added value: +"Account/product chips (kind + identityKey) to scope to. Empty = all accounts."

removedInput schema / properties / scope / properties / accounts / items / anyOf

Removed value: -[
-  {
-    "properties": {
-      "anchorContentHash": {
-        "type": "string"
-      },
-      "identityKey": {
-        "minLength": 1,
-        "type": "string"
-      },
-      "kind": {
-        "const": "account",
-        "type": "string"
-      },
-      "label": {
-        "type": "string"
-      }
-    },
-    "required": [
-      "kind",
-      "identityKey"
-    ],
-    "type": "object"
-  },
-  {
-    "properties": {
-      "identityKey": {
-        "minLength": 1,
-        "type": "string"
-      },
-      "kind": {
-        "const": "product",
-        "type": "string"
-      },
-      "label": {
-        "type": "string"
-      }
-    },
-    "required": [
-      "kind",
-      "identityKey"
-    ],
-    "type": "object"
-  }
-]

addedInput schema / properties / scope / properties / accounts / items / oneOf

Added value: +[
+  {
+    "properties": {
+      "anchorContentHash": {
+        "description": "Document-anchored lookup when present (results page); omit for a user-scoped lookup (workspace surfaces).",
+        "type": "string"
+      },
+      "identityKey": {
+        "description": "Canonical account identity key (accountIdentityKey), never a raw DB UUID.",
+        "minLength": 1,
+        "type": "string"
+      },
+      "kind": {
+        "const": "account",
+        "description": "This chip addresses a single account.",
+        "type": "string"
+      },
+      "label": {
+        "description": "Display label for this chip.",
+        "type": "string"
+      }
+    },
+    "required": [
+      "kind",
+      "identityKey"
+    ],
+    "type": "object"
+  },
+  {
+    "properties": {
+      "identityKey": {
+        "description": "Product slug.",
+        "minLength": 1,
+        "type": "string"
+      },
+      "kind": {
+        "const": "product",
+        "description": "This chip addresses a product and expands to its child accounts.",
+        "type": "string"
+      },
+      "label": {
+        "description": "Display label for this chip.",
+        "type": "string"
+      }
+    },
+    "required": [
+      "kind",
+      "identityKey"
+    ],
+    "type": "object"
+  }
+]

addedInput schema / properties / scope / properties / dateRange / description

Added value: +"Bounds results to transactions within this date range. Omit for no date filter."

addedInput schema / properties / scope / properties / dateRange / properties / from / description
```
Added value: +"Start of the date range (inclusive), YYYY-MM-DD."
```
addedInput schema / properties / scope / properties / dateRange / properties / to / description
```
Added value: +"End of the date range (inclusive), YYYY-MM-DD."
```

changedOutput schema / $schema

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

Changed20 schema fields changedAug 21, 2026

removedInput schema / properties / bucket / description
```
Removed value: -"Bucket size."
```

removedInput schema / properties / filter / description

Removed value: -"Subset of transactions to operate on. All fields are optional and combined with AND logic."

removedInput schema / properties / filter / properties / accounts / description
```
Removed value: -"Account number slugs to include."
```
removedInput schema / properties / filter / properties / amountMax / description
```
Removed value: -"Inclusive maximum absolute amount."
```
removedInput schema / properties / filter / properties / amountMin / description
```
Removed value: -"Inclusive minimum absolute amount."
```

removedInput schema / properties / filter / properties / category / description

Removed value: -"Category slug, e.g. \"meals_entertainment\", \"groceries_personal\"."

removedInput schema / properties / filter / properties / currency / description
```
Removed value: -"ISO 4217 currency code. E.g. \"USD\", \"HKD\"."
```
removedInput schema / properties / filter / properties / dateEnd / description
```
Removed value: -"ISO date (YYYY-MM-DD). Inclusive upper bound."
```
removedInput schema / properties / filter / properties / dateStart / description
```
Removed value: -"ISO date (YYYY-MM-DD). Inclusive lower bound."
```
removedInput schema / properties / filter / properties / direction / description
```
Removed value: -"Semantic direction."
```

removedInput schema / properties / filter / properties / merchant / description

Removed value: -"Substring match against description or counterparty (case-insensitive)."

removedInput schema / properties / filter / properties / text / description

Removed value: -"Whole-row text search over raw transaction fields (case-insensitive)."

removedInput schema / properties / metric / description
```
Removed value: -"Metric per bucket."
```

removedInput schema / properties / scope / description

Removed value: -"Optional structural scope (WHO × WHEN). Omit to search across all your completed statements. \"accounts\" is a list of account/product chips (kind + identityKey); \"dateRange\" bounds by transaction date (YYYY-MM-DD)."

removedInput schema / properties / scope / properties / accounts / description

Removed value: -"Account/product chips (kind + identityKey) to scope to. Empty = all accounts."

addedInput schema / properties / scope / properties / accounts / items / anyOf

Added value: +[
+  {
+    "properties": {
+      "anchorContentHash": {
+        "type": "string"
+      },
+      "identityKey": {
+        "minLength": 1,
+        "type": "string"
+      },
+      "kind": {
+        "const": "account",
+        "type": "string"
+      },
+      "label": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "kind",
+      "identityKey"
+    ],
+    "type": "object"
+  },
+  {
+    "properties": {
+      "identityKey": {
+        "minLength": 1,
+        "type": "string"
+      },
+      "kind": {
+        "const": "product",
+        "type": "string"
+      },
+      "label": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "kind",
+      "identityKey"
+    ],
+    "type": "object"
+  }
+]

removedInput schema / properties / scope / properties / accounts / items / oneOf

Removed value: -[
-  {
-    "properties": {
-      "anchorContentHash": {
-        "description": "Document-anchored lookup when present (results page); omit for a user-scoped lookup (workspace surfaces).",
-        "type": "string"
-      },
-      "identityKey": {
-        "description": "Canonical account identity key (accountIdentityKey), never a raw DB UUID.",
-        "minLength": 1,
-        "type": "string"
-      },
-      "kind": {
-        "const": "account",
-        "description": "This chip addresses a single account.",
-        "type": "string"
-      },
-      "label": {
-        "description": "Display label for this chip.",
-        "type": "string"
-      }
-    },
-    "required": [
-      "kind",
-      "identityKey"
-    ],
-    "type": "object"
-  },
-  {
-    "properties": {
-      "identityKey": {
-        "description": "Product slug.",
-        "minLength": 1,
-        "type": "string"
-      },
-      "kind": {
-        "const": "product",
-        "description": "This chip addresses a product and expands to its child accounts.",
-        "type": "string"
-      },
-      "label": {
-        "description": "Display label for this chip.",
-        "type": "string"
-      }
-    },
-    "required": [
-      "kind",
-      "identityKey"
-    ],
-    "type": "object"
-  }
-]

removedInput schema / properties / scope / properties / dateRange / description

Removed value: -"Bounds results to transactions within this date range. Omit for no date filter."

removedInput schema / properties / scope / properties / dateRange / properties / from / description
```
Removed value: -"Start of the date range (inclusive), YYYY-MM-DD."
```
removedInput schema / properties / scope / properties / dateRange / properties / to / description
```
Removed value: -"End of the date range (inclusive), YYYY-MM-DD."
```

First observedAug 12, 2026

TDQS

A3.7/5.0

Behavior4/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, and openWorldHint=false, so the safety profile is covered. The description adds genuinely useful non-annotation behavior: the tool defaults to scoping over all completed statements unless 'scope' is passed, and scope narrows by accounts/products and/or date range. It stops short of describing pagination or result-shape behavior, keeping it out of the top slot.

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?

Two sentences, front-loaded with the computation and then the scoping behavior; nothing is wasted. It is slightly under-informative for its claim of being a 'useful for trends' tool, but structurally the entry is clean and appropriately sized.

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

Completeness4/5

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

With an output schema present, the description does not need to explain return values, and it covers the key default (all completed statements) plus the narrowing mechanism. For a tool with 4 parameters, two nested objects, and enums, this leaves the agent adequately equipped, though a note on bucket/metric interaction with scope would have closed the remaining gap.

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 nested scope/filter/bucket/metric semantics are already fully documented in the schema — the baseline is 3. The description only restates the scope default and its narrowing purpose, adding marginal value beyond the schema text rather than new syntax or format detail.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb and resource — 'Compute a time series by grouping transactions into week or month buckets and applying a metric' — which is concrete enough for an agent to know exactly what comes out. It does not name or contrast with any sibling tool (e.g. aggregate, group_by, compare), so it falls short of the top score even though the operation itself is unambiguous.

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

Usage Guidelines3/5

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

'Useful for trends' hints at the use case, and the scope default ('defaults to all your completed statements') tells the agent it can call it with only bucket and metric. However, there is no guidance on when to prefer this over siblings like aggregate, group_by, or compare, nor any stated exclusions, so usage is only implied.

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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