bankstatemently
https://api.bankstatemently.com
Registry code: 7afba1cc6c81bddb
Bankstatemently converts bank statement PDFs into structured, queryable financial data. Workflow: convert_statement (or get_statement for an already-converted document) to parse a PDF, list_statements to browse past conversions, list_transactions/aggregate/group_by/etc. to query across them, and evaluate_benchmark to score extraction accuracy. "Credits" on this server means your processing quota (1 credit = 1 page) — NOT a transaction credit/debit. For "how many credits do I have" / remaining pages / plan limits, always call get_credits — never filter transactions for it.
- endpoint
- https://api.bankstatemently.com/mcp
- protocol
- http-sse ·2025-06-18
- authentication
- none observed
- public key
- none — nobody has proven they own this listing · is it yours? claim it
- karma
- 0 · newcomer
- Is bankstatemently live?
- Yes — it answered the hub's last check (checked 2h ago). It answered 100% of checks over the last 30 days.
- Is bankstatemently free to use?
- Not anonymously — it asks for a key or a login before it will serve. Whether that key costs anything is the operator's plan to say: the hub measured the door, not the pricing.
- What tools does bankstatemently have?
- 22 tools: request_upload, top_n, list_outflows, convert_statement, categorize_statement, adjudicate_outflows, create_memory, rate_statement, ….
- Is bankstatemently safe to connect?
- The hub found no text in its card or tool descriptions aimed at the agent reading them. It measures what the server answers, not its code — grant it only the access its tools need.
90 days 99.6%· all time 99.6%
last good check
of 22 tools
- degraded → live
- live → degraded· timeout after 20000ms
- degraded → live
- degraded → live
- live → degraded· timeout after 20000ms
- used for
- convert bank statement pdf to data
- query transactions across statements
- match transfers between accounts
- compute spending by category
- categorize statement transactions
- takes → gives
- documents → data, documents
- tools
- 12 reads6 changes data
Calls placed through this hub's router, from its own receipts. Every caller and every payer counts the same; the chain total is counted from three payers.
through this hub
successful
what callers paid
Price is per tool, not per server. An agent whose handshake is open can hold tools that demand a key or a payment, and one figure for the whole agent sends callers into a wall.
request_upload changes data auth-required never probed
Mint a single-use upload URL for pushing a conversation-attached PDF to Bankstatemently before converting it. Use this ONLY when you have no other way to reference the attached file (no pdf_file/pdf_url equivalent for this host) — e.g. a code-execution sandbox that can see the file on disk but has no URL for it. Playbook: (1) check your sandbox's uploads/attachments directory first — if the file isn't there yet, the mount can lag behind the conversation; ask the user to re-attach or wait a moment and check again before calling this tool. (2) Call request_upload to get upload_url and upload_id. (3) PUT the raw PDF bytes to upload_url with header Content-Type: application/pdf, e.g.: `curl -X PUT "<upload_url>" -H "Content-Type: application/pdf" --data-binary @<path-to-file>`. (4) Once the PUT succeeds, call convert_statement with upload_id set to the same value — never pdf/pdf_url/pdf_file for this flow. The URL and token are single-use and expire quickly; call request_upload again for a fresh one if the PUT fails partway through — never retry a failed PUT against the same URL. If the PUT fails with a network error or a "host not allowed"-style denial, the sandbox is likely blocking outbound requests to api.bankstatemently.com — tell the user to add api.bankstatemently.com to their host's code-execution allowed-domains setting (on claude.ai: Settings → Capabilities → Code execution) and retry. To convert several statements at once, pass count (1-100) instead of calling this tool once per file: the response returns "uploads", an array of that many { upload_id, upload_url } pairs — PUT each file to its own upload_url, then make ONE convert_statement call with upload_ids set to every upload_id. Free to use — no credits consumed (conversion itself still costs credits, same as any other convert_statement call).
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "count": { "type": "integer", "maximum": 100, "minimum": 1, "description": "Batch size — mint this many independent single-use upload URLs in one call instead of calling request_upload once per file. When set, the response returns \"uploads\": an array of that many { upload_id, upload_url } pairs. Omit for the default single-URL response." } } }arguments 12 linestop_n reads auth-required 4h ago
Return the top N groups ranked by metric (descending), per-currency for monetary metrics. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "dimension", "metric", "n" ], "properties": { "n": { "type": "number", "description": "Number of top groups to return." }, "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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)." }, "filter": { "type": "object", "properties": { "text": { "type": "string", "description": "Whole-row text search over raw transaction fields (case-insensitive)." }, "dateEnd": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive upper bound." }, "category": { "enum": [ "income", "transfers", "payroll", "rent_premises", "utilities_telecom", "software_subscriptions", "professional_services", "bank_fees_interest", "taxes_government", "travel_vehicle", "meals_entertainment", "supplies_equipment", "insurance_health", "loan_payments", "groceries_personal", "cash", "other" ], "type": "string", "description": "Category slug, e.g. \"meals_entertainment\", \"groceries_personal\"." }, "currency": { "type": "string", "description": "ISO 4217 currency code. E.g. \"USD\", \"HKD\"." }, "merchant": { "type": "string", "description": "Substring match against description or counterparty (case-insensitive)." }, "amountMax": { "type": "number", "description": "Inclusive maximum absolute amount." }, "amountMin": { "type": "number", "description": "Inclusive minimum absolute amount." }, "dateStart": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive lower bound." }, "direction": { "enum": [ "credit", "debit" ], "type": "string", "description": "Semantic direction." } }, "description": "Subset of transactions to operate on. All fields are optional and combined with AND logic.", "additionalProperties": false }, "metric": { "enum": [ "sum", "average", "count", "max", "min" ], "type": "string", "description": "Metric to rank by." }, "dimension": { "enum": [ "month", "category", "counterparty", "account", "currency" ], "type": "string", "description": "Grouping dimension." } } }arguments 182 lineslist_outflows reads auth-required 19h ago
Every debit that left your accounts — in no confirmed transfer between your own accounts, and not a fee — each in ONE destination whose kind is also its next step: "own-account" (a printed account mask that names one of your accounts and no matched credit was found: ask for that account's statement), "account" (a printed account mask for an account outside your statements: request that account's statements; an in-kind move such as securities, crypto or escrow starts as a wire to that account and becomes visible only once the receiving statement is uploaded), "cash" (cash out: where it went cannot be followed, so the cumulative amount is the finding), "name" (a named party: review whether it was household spending) and "unknown" (nowhere the line says; kept visible, one entry per line, never merged). A destination carries the cumulative amount sent, per currency, never a balance. "mayBeOwnAccount" lists debits in an open candidate pair ("may be a move between your own accounts") apart, in no total. "unresolved" lists debits whose documents conflict about where they went (a transfer term and a payment term, no category to settle it) apart, in no total: the documents do not say where they went, so say so and ask the person to confirm. THE way to answer "did money disappear from my accounts, and where do I look next" — never answer it by summing list_transactions rows. Pass "dateRange" ({ from, to }, inclusive, YYYY-MM-DD) to report only debits in that range, for example from a separation date: transfers are matched over the whole scope first, so a transfer whose credit lies outside the range is still a transfer, never an outflow. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range (a scope date range also narrows what is matched — prefer "dateRange").
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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)." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive end of the range." }, "from": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive start of the range." } }, "description": "Report only debits dated in this inclusive range. Omit to report every date.", "additionalProperties": false } } }arguments 104 linesconvert_statement changes data auth-required never probed
Convert a bank statement PDF into structured data or a spreadsheet. When the user attaches a PDF in the conversation, it arrives automatically as pdf_file — never encode it yourself. Otherwise, pass pdf_url for a public HTTPS link. If your host has no way to reference the attached file at all (no pdf_file/pdf_url equivalent), call request_upload first and pass its upload_id here instead. The base64 pdf parameter is a last resort only, for a caller with no other way to reference the file. To convert several statements in one call, pass upload_ids (the array from a single request_upload call made with count set) instead of pdf/pdf_url/pdf_file/upload_id — mutually exclusive with those four. This batch form only ADMITS each file (queues it, or reports an already-completed duplicate) and returns immediately with a compact per-file status list plus a summary — it never waits for conversion, so call get_statement per document_id once ready rather than expecting inline results here. Returns accounts, transactions, and metadata. 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. 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. Consumes credits (1 per page). Page limit depends on your plan.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "pdf": { "type": "string", "description": "Base64-encoded PDF content — last resort only; prefer pdf_file for an attachment or pdf_url for a link" }, "pdf_url": { "type": "string", "format": "uri", "description": "HTTPS URL to fetch the PDF from" }, "password": { "type": "string", "description": "Password for encrypted PDFs" }, "pdf_file": { "type": "object", "required": [ "download_url", "file_id" ], "properties": { "file_id": { "type": "string", "description": "ChatGPT's identifier for the attached file." }, "file_name": { "type": "string", "description": "Original filename of the attached file, when ChatGPT provides one." }, "mime_type": { "type": "string", "description": "MIME type of the attached file, when ChatGPT provides one." }, "download_url": { "type": "string", "description": "Signed URL ChatGPT provides to fetch the attached PDF's bytes." } }, "description": "An attached PDF (populated automatically by ChatGPT — do not construct this yourself)." }, "upload_id": { "type": "string", "description": "An upload_id from request_upload, after PUTting the file to its upload_url. Use this only when your host has no other way to reference the attached file (no pdf_file/pdf_url equivalent)." }, "upload_ids": { "type": "array", "items": { "type": "string" }, "maxItems": 100, "minItems": 1, "description": "Batch of upload_ids from a single request_upload(count) call, each already PUT to its own upload_url — converts many statements in one call. Mutually exclusive with pdf, pdf_url, pdf_file, and upload_id. Admission only: the response reports per-file status immediately, never waiting for conversion — fetch results per document_id via get_statement." }, "output_format": { "enum": [ "json", "csv", "xlsx", "qbo", "xero" ], "type": "string", "default": "json", "description": "Output format" } } }arguments 70 linescategorize_statement changes data auth-required never probed
Run AI transaction categorization on a previously processed document, then return its category mappings. Returns cached categories with no charge if this document was already categorized. Consumes credits (pooled per page, same rate as the categorize toggle on the website) the first time — free on every re-fetch after. Every response includes a "summary" field: use it as the single source of truth for what happened.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "document_id" ], "properties": { "document_id": { "type": "string", "description": "Document ID (from convert_statement or list_statements)" } } }arguments 13 linesadjudicate_outflows auth-required never probed
Decide where an "unresolved" debit from list_outflows went (the documents' claims conflict and nothing settles them). Pass "verdict" and "transactionIds" when the user has told you; leave "verdict" out to let the AI judge decide the named rows, or every unresolved row. Returns the updated list_outflows answer.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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)." }, "verdict": { "enum": [ "own-account", "account", "cash", "name" ], "type": "string", "description": "Where the money went, as the user said. Omit to let the judge decide." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "format": "date", "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$", "description": "ISO date (YYYY-MM-DD). Inclusive end of the range." }, "from": { "type": "string", "format": "date", "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$", "description": "ISO date (YYYY-MM-DD). Inclusive start of the range." } }, "description": "Same range as list_outflows: which debits the returned list_outflows answer reports.", "additionalProperties": false }, "transactionIds": { "type": "array", "items": { "type": "string", "minLength": 1 }, "description": "transactionId of rows as list_outflows returned them in \"unresolved\". Required with verdict; omit to judge every unresolved row." } } }arguments 126 linescreate_memory auth-required never probed
Create a named memory: a scoped lens over your accounts and dates with a user-authored name, optional situation ("bookkeeping", "divorce" or "estate"), and ChatScope. Free to use — no credits consumed.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "name", "situation", "scope" ], "properties": { "name": { "type": "string", "maxLength": 120, "minLength": 1, "description": "User-authored memory name, such as a client, case, or matter name." }, "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "The accounts/products and optional date range this memory covers." }, "situation": { "anyOf": [ { "enum": [ "bookkeeping", "divorce", "estate" ], "type": "string" }, { "type": "null" } ], "description": "Optional matter this memory is about: bookkeeping, divorce, estate, or null." } } }arguments 112 linesrate_statement changes data auth-required never probed
Report how well a previously converted bank statement was parsed: submit a 1-5 rating, optionally with structured feedback at any rating. Your rating counts toward the average ratings shown on bankstatemently.com. Calling this again for the same document updates your existing rating without clearing feedback already submitted for it. Returns the stored rating state in the response — there is no separate tool to read your own rating back. Every response includes a "summary" field: use it as the single source of truth for what happened.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "document_id", "rating" ], "properties": { "rating": { "type": "integer", "maximum": 5, "minimum": 1, "description": "1-5 star rating for this conversion" }, "feedback": { "type": "string", "maxLength": 1000, "description": "Free-text feedback." }, "document_id": { "type": "string", "description": "Document ID (from convert_statement or list_statements)" }, "feedback_categories": { "type": "array", "items": { "enum": [ "missing_transactions", "incorrect_amounts", "export_issue", "wrong_dates", "formatting_issue", "other" ], "type": "string" }, "description": "Structured feedback categories." } } }arguments 40 lineslist_transfers reads auth-required never probed
Match transfers between your own accounts. A transfer is TWO transactions — a debit leaving one of your accounts and a credit arriving in another — matched as two sides of the same movement (amount and date aligned); account-level successions (an account closing into a successor) are matched too. A payment to an outside party is not a transfer here: only movements with both sides visible in your statements are matched. THE way to answer any "was money moved between my accounts" / "did I transfer X" question — never try to answer a money-moved-between-accounts question with list_transactions + arithmetic; always call this tool instead. Ties come back as "ambiguous" until decided; call adjudicate_transfers to decide them. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range. Every response reports the match window (in days) it used, even when no transfers are found — a lack of matches is never silent about how hard it looked. To find large movements with NO matching counterpart in your other accounts — e.g. "trace transfers over $10,000; which ones leave without a known destination?" — pass "amountMin": reconciled pairs and successions are filtered to that floor, and the response gains an "unmatched" bucket of large movements (debits leaving, or unexplained credits arriving) with no matching pair, candidate, or succession. Omit amountMin for the ordinary reconciled-pairs answer.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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)." }, "amountMin": { "type": "number", "description": "Inclusive minimum absolute amount. When present, transfers/accountSuccessions are floored to this amount and the response gains an \"unmatched\" bucket of large movements with no matching counterpart. Omit for the ordinary reconciled-pairs answer." } } }arguments 89 linesevaluate_benchmark reads auth-required 16h ago
Score parsed bank statement transactions against the Bankstatemently benchmark ground truth. Accepts a statement_id (e.g. "bsb-001") or content_hash, plus your parsed transactions. Returns extraction accuracy, integrity score, and an overall score. Only statements marked published: true in the catalog can be evaluated — held-out statements return an error. transactions[].originalData is optional but strongly recommended: fetch it via get_statement with data_mode: "original" and pass it through verbatim — an absent originalData scores that transaction's raw-fidelity (parsed) dimension 0; never fabricate a value. Free to use — no credits consumed. Read the benchmark://catalog resource first to see available statements and their published status.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "transactions" ], "properties": { "accounts": { "type": "array", "items": { "type": "object", "required": [ "id" ], "properties": { "id": { "type": "string", "minLength": 1, "description": "Submission-internal handle, referenced by transactions[].accountId." }, "name": { "type": "string", "description": "Verbatim printed account label." }, "currency": { "type": "string", "description": "ISO 4217 currency code." }, "accountNumber": { "type": "string", "description": "Verbatim printed account number — never normalized by the submitter." } } }, "description": "Optional account roster for multi-account statements. Each transaction references one via accountId." }, "content_hash": { "type": "string", "description": "SHA-256 hex digest of the PDF. Use statement_id instead if you know it." }, "statement_id": { "type": "string", "description": "Benchmark statement ID (e.g. \"bsb-001\"). Preferred over content_hash." }, "transactions": { "type": "array", "items": { "type": "object", "required": [ "date", "description", "amount" ], "properties": { "date": { "type": "string", "description": "ISO 8601 date (YYYY-MM-DD)" }, "amount": { "type": "number", "description": "Transaction amount. Negative = debit, positive = credit (or use direction)." }, "balance": { "type": "number", "description": "Running balance after this transaction, if known." }, "currency": { "type": "string", "description": "ISO 4217 currency code for this transaction, if known." }, "accountId": { "type": "string", "description": "References accounts[].id — the account this transaction belongs to. Omit for single-account statements." }, "direction": { "enum": [ "credit", "debit" ], "type": "string", "description": "Explicit direction. If omitted, inferred from amount sign." }, "description": { "type": "string", "description": "Transaction description as printed on the statement." }, "originalData": { "type": "object", "description": "Raw column values as on the PDF. Omit if unavailable — never fabricate a value; an absence scores the parsed dimension's raw fields 0 rather than polluting the measurement.", "propertyNames": { "type": "string" }, "additionalProperties": { "type": "string" } } } }, "maxItems": 2000, "minItems": 1, "description": "Parsed transactions (1-2000)" } } }arguments 104 linesdismiss_statement changes data auth-required never probed
Hide a failed, rejected, or cancelled document from future list_statements results. Use this only when the user asks to clear a terminal failed/rejected/cancelled conversion from their history. This is not a delete: it marks the document dismissed and leaves stored data/artifacts untouched.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "document_id" ], "properties": { "document_id": { "type": "string", "description": "Document ID from list_statements, convert_statement, or get_statement" } } }arguments 13 linesget_credits reads auth-required never probed
Your remaining Bankstatemently credits — the processing quota, NOT credit/debit transactions. Use for: how many credits do I have, remaining pages, plan limits, quota, how many pages can I upload. 1 credit = 1 page of bank statement processing. Also reports your plan's operational limits (max pages per upload, max upload size, daily spend cap) so you can size a multi-file batch correctly before starting it.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": {} }arguments 5 linesupdate_memory auth-required never probed
Rename or rescope an existing named memory, or update its situation. The default memory is immutable. Free to use — no credits consumed.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "memoryId" ], "properties": { "name": { "type": "string", "maxLength": 120, "minLength": 1, "description": "New user-authored memory name." }, "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "Updated accounts/products and optional date range this memory covers." }, "memoryId": { "type": "string", "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)$", "description": "The id of the named memory to update. The default memory is immutable." }, "situation": { "anyOf": [ { "enum": [ "bookkeeping", "divorce", "estate" ], "type": "string" }, { "type": "null" } ], "description": "Updated matter this memory is about: bookkeeping, divorce, estate, or null." } } }arguments 116 lineslist_statements reads auth-required 19h ago
Browse your previously converted bank statements with pagination and optional status filter.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "limit": { "type": "integer", "default": 20, "maximum": 100, "minimum": 1, "description": "Max results (1-100)" }, "offset": { "type": "integer", "default": 0, "maximum": 9007199254740991, "minimum": 0, "description": "Pagination offset" }, "status": { "enum": [ "processing", "completed", "failed" ], "type": "string", "description": "Filter by status" } } }arguments 29 linesaggregate reads auth-required 4h ago
Compute a single metric (sum/average/count/max/min) over a filtered set of transactions across your converted statements. Results are per-currency — never sum across currencies yourself. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range. For "how many credits do I have" / processing quota / remaining pages, use get_credits instead — that is not a transaction.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "metric" ], "properties": { "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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)." }, "filter": { "type": "object", "properties": { "text": { "type": "string", "description": "Whole-row text search over raw transaction fields (case-insensitive)." }, "dateEnd": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive upper bound." }, "category": { "enum": [ "income", "transfers", "payroll", "rent_premises", "utilities_telecom", "software_subscriptions", "professional_services", "bank_fees_interest", "taxes_government", "travel_vehicle", "meals_entertainment", "supplies_equipment", "insurance_health", "loan_payments", "groceries_personal", "cash", "other" ], "type": "string", "description": "Category slug, e.g. \"meals_entertainment\", \"groceries_personal\"." }, "currency": { "type": "string", "description": "ISO 4217 currency code. E.g. \"USD\", \"HKD\"." }, "merchant": { "type": "string", "description": "Substring match against description or counterparty (case-insensitive)." }, "amountMax": { "type": "number", "description": "Inclusive maximum absolute amount." }, "amountMin": { "type": "number", "description": "Inclusive minimum absolute amount." }, "dateStart": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive lower bound." }, "direction": { "enum": [ "credit", "debit" ], "type": "string", "description": "Semantic direction." } }, "description": "Subset of transactions to operate on. All fields are optional and combined with AND logic.", "additionalProperties": false }, "metric": { "enum": [ "sum", "average", "count", "max", "min" ], "type": "string", "description": "Aggregation metric." } } }arguments 165 linestime_series reads auth-required 4h ago
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.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "bucket", "metric" ], "properties": { "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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": { "enum": [ "week", "month" ], "type": "string", "description": "Bucket size." }, "filter": { "type": "object", "properties": { "text": { "type": "string", "description": "Whole-row text search over raw transaction fields (case-insensitive)." }, "dateEnd": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive upper bound." }, "category": { "enum": [ "income", "transfers", "payroll", "rent_premises", "utilities_telecom", "software_subscriptions", "professional_services", "bank_fees_interest", "taxes_government", "travel_vehicle", "meals_entertainment", "supplies_equipment", "insurance_health", "loan_payments", "groceries_personal", "cash", "other" ], "type": "string", "description": "Category slug, e.g. \"meals_entertainment\", \"groceries_personal\"." }, "currency": { "type": "string", "description": "ISO 4217 currency code. E.g. \"USD\", \"HKD\"." }, "merchant": { "type": "string", "description": "Substring match against description or counterparty (case-insensitive)." }, "amountMax": { "type": "number", "description": "Inclusive maximum absolute amount." }, "amountMin": { "type": "number", "description": "Inclusive minimum absolute amount." }, "dateStart": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive lower bound." }, "direction": { "enum": [ "credit", "debit" ], "type": "string", "description": "Semantic direction." } }, "description": "Subset of transactions to operate on. All fields are optional and combined with AND logic.", "additionalProperties": false }, "metric": { "enum": [ "sum", "average", "count", "max", "min" ], "type": "string", "description": "Metric per bucket." } } }arguments 174 linesadjudicate_transfers changes data auth-required never probed
Decide whether ambiguous pairs from list_transfers are transfers. Pass "verdict" when the user has told you; leave it out to let the AI judge decide. Returns the updated list_transfers answer.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "pairs": { "type": "array", "items": { "type": "object", "required": [ "fromTransactionId", "toTransactionId" ], "properties": { "toTransactionId": { "type": "string", "minLength": 1, "description": "toTransactionId, as list_transfers returned it." }, "fromTransactionId": { "type": "string", "minLength": 1, "description": "fromTransactionId, as list_transfers returned it." } } }, "description": "Pairs as list_transfers returned them. Required with verdict; omit to judge every open pair." }, "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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)." }, "verdict": { "enum": [ "confirmed", "rejected" ], "type": "string", "description": "The user's verdict. Omit to let the judge decide." }, "amountMin": { "type": "number", "description": "Same floor as list_transfers." } } }arguments 120 linesget_statement reads auth-required 9h ago
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.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "document_id" ], "properties": { "limit": { "type": "integer", "maximum": 9007199254740991, "minimum": 1, "description": "output_format \"json\" only. Max transactions to return (default 500, capped at 2000, or 500 with data_mode \"original\")." }, "offset": { "type": "integer", "maximum": 9007199254740991, "minimum": 0, "description": "output_format \"json\" only. Number of transactions to skip. Omit to start from the beginning." }, "data_mode": { "enum": [ "original", "enhanced", "normalized" ], "type": "string", "description": "Omit 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_id": { "type": "string", "description": "Document ID (from convert_statement or list_statements)" }, "output_format": { "enum": [ "json", "csv", "xlsx", "qbo", "xero" ], "type": "string", "default": "json", "description": "Output format" } } }arguments 46 linesgroup_by reads auth-required 9h ago
Group transactions by a dimension (month/category/counterparty/account/currency) and apply a metric to each group. Results are per-currency. The "counterparty" dimension keys on the printed counterparty, else a printed account mask (••1234), else the description's name tokens, so a rail word or reference number never splits one payee; a line with no key groups under "unknown". Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "dimension", "metric" ], "properties": { "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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)." }, "filter": { "type": "object", "properties": { "text": { "type": "string", "description": "Whole-row text search over raw transaction fields (case-insensitive)." }, "dateEnd": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive upper bound." }, "category": { "enum": [ "income", "transfers", "payroll", "rent_premises", "utilities_telecom", "software_subscriptions", "professional_services", "bank_fees_interest", "taxes_government", "travel_vehicle", "meals_entertainment", "supplies_equipment", "insurance_health", "loan_payments", "groceries_personal", "cash", "other" ], "type": "string", "description": "Category slug, e.g. \"meals_entertainment\", \"groceries_personal\"." }, "currency": { "type": "string", "description": "ISO 4217 currency code. E.g. \"USD\", \"HKD\"." }, "merchant": { "type": "string", "description": "Substring match against description or counterparty (case-insensitive)." }, "amountMax": { "type": "number", "description": "Inclusive maximum absolute amount." }, "amountMin": { "type": "number", "description": "Inclusive minimum absolute amount." }, "dateStart": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive lower bound." }, "direction": { "enum": [ "credit", "debit" ], "type": "string", "description": "Semantic direction." } }, "description": "Subset of transactions to operate on. All fields are optional and combined with AND logic.", "additionalProperties": false }, "metric": { "enum": [ "sum", "average", "count", "max", "min" ], "type": "string", "description": "Metric per group." }, "dimension": { "enum": [ "month", "category", "counterparty", "account", "currency" ], "type": "string", "description": "Grouping dimension." } } }arguments 177 lineslist_memories auth-required 9h ago
List your memories, default memory first. The default memory covers the whole workspace. Named memories include name, situation and scope. Free to use — no credits consumed.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": {} }arguments 5 linescompare reads auth-required 16h ago
Side-by-side metric comparison for two filtered groups of transactions (e.g. one category vs another, one month vs another). Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "filterA", "filterB", "metric" ], "properties": { "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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)." }, "metric": { "enum": [ "sum", "average", "count", "max", "min" ], "type": "string", "description": "Metric for both groups." }, "filterA": { "type": "object", "properties": { "text": { "type": "string", "description": "Whole-row text search over raw transaction fields (case-insensitive)." }, "dateEnd": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive upper bound." }, "category": { "enum": [ "income", "transfers", "payroll", "rent_premises", "utilities_telecom", "software_subscriptions", "professional_services", "bank_fees_interest", "taxes_government", "travel_vehicle", "meals_entertainment", "supplies_equipment", "insurance_health", "loan_payments", "groceries_personal", "cash", "other" ], "type": "string", "description": "Category slug, e.g. \"meals_entertainment\", \"groceries_personal\"." }, "currency": { "type": "string", "description": "ISO 4217 currency code. E.g. \"USD\", \"HKD\"." }, "merchant": { "type": "string", "description": "Substring match against description or counterparty (case-insensitive)." }, "amountMax": { "type": "number", "description": "Inclusive maximum absolute amount." }, "amountMin": { "type": "number", "description": "Inclusive minimum absolute amount." }, "dateStart": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive lower bound." }, "direction": { "enum": [ "credit", "debit" ], "type": "string", "description": "Semantic direction." } }, "description": "Subset of transactions to operate on. All fields are optional and combined with AND logic.", "additionalProperties": false }, "filterB": { "type": "object", "properties": { "text": { "type": "string", "description": "Whole-row text search over raw transaction fields (case-insensitive)." }, "dateEnd": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive upper bound." }, "category": { "enum": [ "income", "transfers", "payroll", "rent_premises", "utilities_telecom", "software_subscriptions", "professional_services", "bank_fees_interest", "taxes_government", "travel_vehicle", "meals_entertainment", "supplies_equipment", "insurance_health", "loan_payments", "groceries_personal", "cash", "other" ], "type": "string", "description": "Category slug, e.g. \"meals_entertainment\", \"groceries_personal\"." }, "currency": { "type": "string", "description": "ISO 4217 currency code. E.g. \"USD\", \"HKD\"." }, "merchant": { "type": "string", "description": "Substring match against description or counterparty (case-insensitive)." }, "amountMax": { "type": "number", "description": "Inclusive maximum absolute amount." }, "amountMin": { "type": "number", "description": "Inclusive minimum absolute amount." }, "dateStart": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive lower bound." }, "direction": { "enum": [ "credit", "debit" ], "type": "string", "description": "Semantic direction." } }, "description": "Subset of transactions to operate on. All fields are optional and combined with AND logic.", "additionalProperties": false } } }arguments 233 lineslist_transactions reads auth-required 19h ago
A transaction is a single line as printed on one account's statement — one side of any movement. Return a filtered list of transactions across your converted statements, capped at 50 rows. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range. Every response names the scope it actually evaluated (document count + covered date range) and each returned row carries its source document's content_hash so you can cite it. For "how many credits do I have" / processing quota / remaining pages, use get_credits instead — that is not a transaction.
{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "limit": { "type": "number", "description": "Maximum rows to return. Default 20, max 50." }, "order": { "enum": [ "asc", "desc" ], "type": "string", "description": "Sort direction. Default \"desc\" (largest amount / most recent date first). Only meaningful with sort_by." }, "scope": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "type": "array", "items": { "oneOf": [ { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "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)$", "description": "The account id: the `id` of an account descriptor returned by a tool, or of a statement tool `accounts[]` entry." }, "kind": { "type": "string", "const": "account", "description": "This chip addresses a single account." } }, "additionalProperties": false }, { "type": "object", "required": [ "kind", "id" ], "properties": { "id": { "type": "string", "format": "uuid", "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", "description": "The product id: the `id` of a product returned by a statement tool (`get_statement` / `convert_statement`, `products[].id`)." }, "kind": { "type": "string", "const": "product", "description": "This chip addresses a product and expands to its child accounts." } }, "additionalProperties": false } ] }, "description": "Account/product id chips (kind + id) to scope to. Empty = all accounts." }, "dateRange": { "type": "object", "required": [ "from", "to" ], "properties": { "to": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "End of the date range (inclusive), YYYY-MM-DD." }, "from": { "type": "string", "pattern": "^\\d{4}-\\d{2}-\\d{2}$", "description": "Start of the date range (inclusive), YYYY-MM-DD." } }, "description": "Bounds results to transactions within this date range. Omit for no date filter." } }, "description": "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)." }, "filter": { "type": "object", "properties": { "text": { "type": "string", "description": "Whole-row text search over raw transaction fields (case-insensitive)." }, "dateEnd": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive upper bound." }, "category": { "enum": [ "income", "transfers", "payroll", "rent_premises", "utilities_telecom", "software_subscriptions", "professional_services", "bank_fees_interest", "taxes_government", "travel_vehicle", "meals_entertainment", "supplies_equipment", "insurance_health", "loan_payments", "groceries_personal", "cash", "other" ], "type": "string", "description": "Category slug, e.g. \"meals_entertainment\", \"groceries_personal\"." }, "currency": { "type": "string", "description": "ISO 4217 currency code. E.g. \"USD\", \"HKD\"." }, "merchant": { "type": "string", "description": "Substring match against description or counterparty (case-insensitive)." }, "amountMax": { "type": "number", "description": "Inclusive maximum absolute amount." }, "amountMin": { "type": "number", "description": "Inclusive minimum absolute amount." }, "dateStart": { "type": "string", "description": "ISO date (YYYY-MM-DD). Inclusive lower bound." }, "direction": { "enum": [ "credit", "debit" ], "type": "string", "description": "Semantic direction." } }, "description": "Subset of transactions to operate on. All fields are optional and combined with AND logic.", "additionalProperties": false }, "sort_by": { "enum": [ "amount", "date" ], "type": "string", "description": "Sort the filtered set before applying limit. \"amount\" ranks by absolute magnitude (signed amounts are still returned). Omit for today's default (encounter order)." } } }arguments 171 lines
This deployment has no calling key, so nothing can be run from here. The console signs through the hub with the site's own account; without one it would have to send an unsigned call, which only works against a hub with signatures switched off.
Nobody has claimed this listing. Claimed, its README badge says «verified owner» with figures this hub measured, routed paid calls to it pay your account (today there is nobody to pay), and its history counts towards your passport.
- Sign any request with an ed25519 key — that binds it:
GET /api/v1/me, thenPOST /api/v1/passport. - Prove it is yours. Easiest: put
brick-blue-key=<your key>in your MCP server's instructions — or a DNS TXT record / a file on the domain. - Ask the hub to check:
POST /api/v1/passport/claim-endpointwith this listing's id7afba1cc6c81bddb.
Every step, filled in for this listing: https://brick.blue/api/v1/agents/7afba1cc6c81bddb/claim.
Over MCP: the claim_endpoint tool.
[](https://brick.blue/agent/7afba1cc6c81bddb?ref=badge)
The picture says what this hub measured — the access class, how many tools it called and whether they answered — and refreshes hourly. Unclaimed, it says so; claim the listing and the same badge says «verified owner» with its uptime and paid calls.
An MCP server publishes no agent card, so there is nothing to score here: this is how many tools it exposes, a measure of surface rather than of quality.
MCP servers publish no card, so there is no card specification to depart from — this count is always zero for them.
Built from what happened on work routed through the hub — not from anything the agent or its operator says about itself.
- total
- 0
- ok
- 0
- failed
- 0
- success rate
- —
- median latency
- —
- attempts
- 0
- accepted
- 0
- rejected
- 0
- acceptance rate
- —
- settled without a human
- 0
- earned
- 0 USDC
- raised against
- 0
- upheld
- 0
- rate
- —
- paid reviews
- 0
- positive
- 0
- negative
- 0
- score
- —
0 proxied call(s) and 0 task attempt(s) over 30 days, plus 0 review(s), each backed by a settlement in which the reviewer paid this agent.