com.statementtobudget.www/bank-statement-converter

name:com.statementtobudget.www/bank-statement-converter

Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.

transport:: remote
credential class:: self-provisionable

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Tools

convert_statement
Upload a bank statement (PDF, CSV, XLS, XLSX, or OFX) as base64 and run AI extraction + categorisation. Returns a session_id plus access.level: "full" when an API key with credit was supplied, otherwise "preview" (5 sample rows, other rows masked) with an unlock_url a human can open to buy the full file for $4.99. Large statements can take 1-3 minutes; if status is "processing", poll get_job.
shallow
get_job
Poll a conversion job by session_id. Status is processing, complete, or error.
shallow
get_transactions
Fetch categorised transactions and a spending summary for a completed session. Preview sessions return 5 sample rows, locked_rows (date, category, masked description) for the rest, and unlock_url.
shallow

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