Skip to main content
Glama
bankstatemently

bankstatemently

Official

Get Statement Data

get_statement
Read-only

Retrieve the full converted data for a processed bank statement document, supporting JSON, CSV, XLSX, QBO, or XERO formats with optional normalized or original data modes.

Instructions

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
limitNooutput_format "json" only. Max transactions to return (default 500, capped at 2000, or 500 with data_mode "original").
offsetNooutput_format "json" only. Number of transactions to skip. Omit to start from the beginning.
data_modeNoOmit 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_idYesDocument ID (from convert_statement or list_statements)
output_formatNoOutput formatjson

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already mark readOnlyHint=true and destructiveHint=false, so the safety profile is covered. The description adds valuable behavioral context: json returns inline data, other formats return time-limited links, the summary field is the source of truth, translation rules, and data_mode projections. No contradictions with annotations.

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 sentence carries essential information. It front-loads the primary purpose and usage context, then details format and data_mode behaviors. While it could be tightened, the complexity of the tool justifies the length, and there is no filler.

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?

There is no output schema, so the description must explain return values. It does: json returns inline data, others return download links, summary is always present. It covers data_mode projections and pagination parameters are in the schema. However, it doesn't explicitly discuss pagination behavior (e.g., when to use offset), relying on the schema's limit/offset descriptions, which is a minor gap.

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 description coverage is 100%, so the baseline is 3. The description adds beyond schema: limit defaults (500, capped at 2000, 500 for original), offset usage, data_mode defaults per format, and the interaction with output_format. It clarifies the 'original' mode's role in evaluate_benchmark, which the schema hints at but doesn't fully explain.

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 fetches 'full converted data for a previously processed document,' distinguishing it from convert_statement (which processes) and list_statements (which lists). It also explicitly positions it as the follow-up after a processing status, giving a precise verb and resource.

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 provides explicit when-to-use guidance: 'Use this after convert_statement returns a processing status, or to re-fetch results.' It also details the workflow for evaluate_benchmark (fetch original data) and explains format-specific behavior, giving the agent clear context for choosing this tool over siblings.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.