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AI-Process Bank Statement

process_bank_statement

Extracts structured data from bank statements (PDF or images) using AI, with optional custom fields and pattern analysis.

Instructions

AI-Process Bank Statement (processBankStatement): extract structured data via PDF4me POST /api/v2/ProcessBankStatement. JSON uses camelCase isAsync (true), analyzePatterns (boolean, default true), and customFieldKeys (camelCase, not CustomFieldKeys)—omit customFieldKeys when there are no keys. Provide pdf_file_path (local .pdf/.png/.jpg/.jpeg). doc_name is the logical docName sent to the API (optional: defaults to basename). Optional bank_name (omitted when empty). Optional custom_field_keys (list) and/or custom_field_keys_csv (comma-separated; trimmed, empty segments dropped)—merged and deduped. Optional profiles string: trimmed empty omits the property; otherwise if it does not start with an opening curly brace or square bracket, the value is wrapped in outer curly braces for custom profiles. 202 + Location poll; saves process_bank_statement.json.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
doc_nameNo
profilesNo
bank_nameNo
output_dirNo
pdf_file_pathNo
analyze_patternsNo
custom_field_keysNo
custom_field_keys_csvNo
Behavior5/5

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

With no annotations provided, the description carries the full burden and does so thoroughly. It discloses the API endpoint, camelCase JSON field naming, isAsync=true behavior, async polling via '202 + Location poll', output file name, and nuanced handling of custom_field_keys, custom_field_keys_csv, and profiles. This is rich behavioral context beyond the schema.

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 dense but not bloated; it front-loads the purpose and then provides necessary technical details. It is a single long paragraph rather than structured bullets, which hurts readability slightly, but every sentence adds valuable information. It earns a 4 rather than a 5 due to the lack of visual structure.

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?

Given the tool's complexity (8 parameters, no annotations, no output schema), the description covers most critical context: endpoint, file types, API field naming, async behavior, custom field handling, and saved output. The main gap is the missing output_dir parameter, which is relevant for controlling where process_bank_statement.json is saved. Overall, it is fairly complete but not fully exhaustive.

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 0%, so the description is the only source of parameter meaning. It explains most parameters in depth: pdf_file_path accepted formats, doc_name default behavior, bank_name optional omission, custom_field_keys/csv merging and dedup, analyze_patterns default true, and profiles wrapping logic. However, output_dir is entirely omitted from the description, leaving its purpose and usage ambiguous.

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 opens with 'AI-Process Bank Statement (processBankStatement): extract structured data via PDF4me POST /api/v2/ProcessBankStatement', using a specific verb, resource, and endpoint. It clearly distinguishes itself from sibling process_* tools by naming bank statements as the target document type.

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

Usage Guidelines4/5

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

The description makes the context clear: this tool processes bank statements, which differentiates it from process_invoice, process_receipt, and other sibling document processors. However, it does not explicitly state when not to use it or list alternative tools for other document types, so it lacks explicit exclusions.

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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