Convert bank statement
convert_bank_statementConvert PDF bank statements into checked Excel, CSV, or JSON with balance validation, managing the full conversion workflow.
Instructions
Convert one PDF bank statement through the complete MainBook workflow: create a job, upload, start, poll, and return structured data. This creates a job and spends page credits; it is not read-only.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| file_url | No | Public HTTPS URL of a PDF for remote mode. Redirects and non-public network addresses are rejected. Exactly one source is required. | |
| file_path | No | Path to a PDF on the MCP server machine. This field is only available over stdio and is rejected in HTTP mode; remote clients must use file_url. The path must be inside the allowed folders, which default to Downloads, Desktop, and Documents. Exactly one of file_path and file_url is required. | |
| output_path | No | Optional absolute result file or existing folder on the MCP server machine. Only available over stdio and only inside the allowed folders. The file extension is corrected to match result_type. | |
| result_type | No | JSON is returned inline. Over stdio, XLSX or CSV is written to an allowed local folder and the full path is returned. HTTP mode returns safe download instructions. Binary bytes never enter model context. | json |
| idempotency_key | No | Optional value forwarded verbatim in the Idempotency-Key REST header. | |
| timeout_seconds | No | Internal polling budget from 30 to 900 seconds. Timeout leaves the job running and returns its job_id for get_conversion. The default stays under the 60-second request timeout most MCP clients enforce; a client that gives up first discards the job_id and the conversion looks lost. |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | No | ||
| pages | Yes | ||
| state | Yes | ||
| job_id | Yes | ||
| message | Yes | ||
| download | No | ||
| timed_out | No | ||
| saved_file | No | ||
| validation | Yes | ||
| result_type | Yes |