BankConv MCP server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| BANKCONV_API_KEY | Yes | Your BankConv API key | |
| BANKCONV_API_URL | No | API base URL | https://bankconv.com/api/v1 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| convert_statementA | Convert a PDF bank or credit card statement on this computer with BankConv. Use this for a new PDF; for a statement converted earlier, use get_transactions or download_statement with its conversion id (list_conversions finds it). With output "transactions" (the default) it returns a summary and every transaction as JSON: ISO date, description, signed amount (money in positive), running balance; opening balances and totals are left out. Any other output saves that file and returns only its path and any warnings. csv: the statement as a spreadsheet; ofx: Xero, Sage, MYOB, QuickBooks Online; qfx: Quicken; qbo: QuickBooks Desktop (Web Connect); xero: Xero CSV with Xero's own columns. Uploading uses one BankConv page per PDF page. Waits until the conversion finishes. Errors say what went wrong: not_found for an unknown conversion id, gone once a conversion was deleted under data retention (24 hours by default), unreadable_statement when the tables can't be read as transactions (the message names the row), insufficient_credits when the account has too few pages. |
| get_transactionsA | Get the transactions of an earlier BankConv conversion by its conversion id (from convert_statement or list_conversions): ISO date, description, signed amount (money in positive) and running balance, with the bank, account, period and currency. Read-only; uses no pages. To save a file instead, use download_statement. Errors say what went wrong: not_found for an unknown conversion id, gone once a conversion was deleted under data retention (24 hours by default), unreadable_statement when the tables can't be read as transactions (the message names the row), insufficient_credits when the account has too few pages. |
| download_statementA | Save an earlier BankConv conversion as a file on this computer, by its conversion id (from convert_statement or list_conversions). Returns the saved path and any warnings (for example a bank QuickBooks doesn't list), not the file contents. Uses no pages. csv: the statement as a spreadsheet; ofx: Xero, Sage, MYOB, QuickBooks Online; qfx: Quicken; qbo: QuickBooks Desktop (Web Connect); xero: Xero CSV with Xero's own columns. Errors say what went wrong: not_found for an unknown conversion id, gone once a conversion was deleted under data retention (24 hours by default), unreadable_statement when the tables can't be read as transactions (the message names the row), insufficient_credits when the account has too few pages. |
| list_conversionsA | List the BankConv account's recent conversions, newest first, one line each: conversion id, status, file name, page count and upload time. Use it to find the id of an earlier conversion for get_transactions or download_statement, or to check on one still processing. Read-only. |
| get_creditsA | Check how many BankConv pages the account has left in the current period, as JSON. Each PDF page uses one page, so check before converting a large batch. Read-only. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 5 tools
The five tools mostly target distinct actions: convert a new PDF, retrieve transactions from an earlier conversion, download an earlier conversion, list conversions, and check credits. The main overlap is that convert_statement can also return transactions or save files, which could be confused with get_transactions/download_statement, but the descriptions clearly separate new versus earlier conversions.
All tool names follow a consistent snake_case verb_noun pattern: convert_statement, get_transactions, download_statement, list_conversions, get_credits. There are no mixed styles or ambiguous naming conventions.
Five tools is a well-scoped set for a bank statement conversion service. Each tool earns its place by covering a distinct part of the workflow: conversion, transaction retrieval, file download, conversion listing, and credit checking.
The surface covers the full core lifecycle: checking credits, converting a new statement, listing past conversions, retrieving transactions from them, and downloading saved outputs. No obvious operational gaps remain for the stated purpose, and automatic retention deletion means an explicit delete tool is not necessary.