Bankstatemently

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.

get_statement

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.

group_by

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.

list_memories

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").

list_outflows

Browse your previously converted bank statements with pagination and optional status filter.

list_statements

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.

list_transactions

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.

list_transfers

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.

rate_statement

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).

request_upload

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.

top_n

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.

time_series

Rename or rescope an existing named memory, or update its situation. The default memory is immutable. Free to use — no credits consumed.

update_memory