Bankstatemently

What you can ask

• Convert this bank statement PDF into a spreadsheetCopy

  Example path list_statements→get_statement · Convert statement skill

• Show my top merchants across my converted statements
• Export my statement to QuickBooks format

MCP connector

Server URL

https://api.bankstatemently.com/mcpCopy

Login

OAuth

Protocol

MCP 2026-07-28

Instructions

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.

Tools

Skills

4 in the ChatGPT listing

• Analyze spendingUse when the user asks to categorize spending, group by merchant or category, rank top merchants, or show monthly trends on converted statements.
• Benchmark accuracyUse when the user asks to convert and score a published Bankstatemently benchmark statement.
• Convert statementUse when the user attaches a bank statement PDF or asks for CSV/XLSX/QBO/Xero export of a converted statement.
• Reconcile statementsUse when the user asks to check statement coverage, missing periods, balance continuity, or cross-account transfers.