← Files BankstatementlyARCHIVED FILE
plugin.json
15.1 KB · Nov 2, 2026 · 13:07 UTC
{
"$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
"name": "bankstatemently",
"version": "0.19.1",
"description": "Convert your bank statements into structured, queryable financial data \u2014 transactions, accounts, and balances from any PDF statement, then analyze them across every statement you've uploaded.",
"author": {
"name": "Uncommon Goods Lab Pte. Ltd.",
"url": "https://bankstatemently.com"
},
"homepage": "https://bankstatemently.com/developers/mcp",
"repository": "https://github.com/bankstatemently/plugins",
"license": "MIT",
"keywords": [
"bank",
"statements",
"convert",
"pdf",
"csv",
"excel",
"transactions",
"bookkeeping",
"accounting",
"reconciliation",
"qbo",
"xero"
],
"extensions": {
"com.openai": {
"interface": {
"displayName": "Bankstatemently",
"shortDescription": "Convert bank statements",
"longDescription": "Bankstatemently converts PDF bank statements into structured transaction data.\n\nAttach a bank statement PDF to get its accounts, balances, and transactions in the chat, or as a CSV, Excel, QBO, or Xero file. You can then list your converted statements, categorize transactions, and total or group spending by category, merchant, or month.\n\nRequires a Bankstatemently account. Bankstatemently reads the PDF you provide and never connects to your bank.",
"developerName": "Uncommon Goods Lab Pte. Ltd.",
"category": "Finance",
"capabilities": [
"Convert PDF bank statements",
"Export to CSV, Excel, QBO, or Xero",
"List converted statements",
"Categorize transactions",
"Group spending by category, merchant, or month"
],
"websiteURL": "https://bankstatemently.com/",
"privacyPolicyURL": "https://bankstatemently.com/privacy",
"termsOfServiceURL": "https://bankstatemently.com/terms",
"supportURL": "https://bankstatemently.com/support",
"defaultPrompt": [
"Convert this bank statement PDF into a spreadsheet",
"Show my top merchants across my converted statements",
"Export my statement to QuickBooks format"
],
"logo": "./assets/logo-badge.png",
"composerIcon": "./assets/logo-badge.png",
"brandColor": "#AD569E",
"brandColorDark": "#AD569E"
},
"review": {
"test_cases": {
"positive": [
{
"description": "Check the user's available conversion credits before converting a statement.",
"prompt": "Check my Bankstatemently credit balance before I upload a bank statement.",
"tools_triggered": "get_credits",
"expected_behavior": "Returns the user's current credit balance and plan information."
},
{
"description": "Convert a PDF bank statement (public synthetic benchmark statement) into structured data.",
"prompt": "Use the convert_statement tool to convert the bank statement at https://bankstatemently.com/benchmark/statements/bsb-005-statement.pdf into structured data, then summarize the extracted account, balance, and transaction data.",
"tools_triggered": "convert_statement",
"expected_behavior": "Returns converted statement status, document metadata, transaction count, confidence information, and structured results or a polling instruction."
},
{
"description": "Retrieve the structured results for the statement that was just converted.",
"prompt": "Fetch the converted results for the bank statement I just uploaded as JSON.",
"tools_triggered": "get_statement",
"expected_behavior": "Returns the completed converted statement data, a still-converting status, or a clear document-status error."
},
{
"description": "Categorize transactions for the statement that was just converted.",
"prompt": "Categorize the transactions in the bank statement I just converted.",
"tools_triggered": "categorize_statement",
"expected_behavior": "Returns the document's category mappings, cached with no charge if already categorized."
},
{
"description": "Analyze already-converted statements without re-uploading (the account's pre-loaded statements are queryable immediately).",
"prompt": "Using Bankstatemently, where did I spend the most? Show my top merchants across my converted statements.",
"tools_triggered": "top_n",
"expected_behavior": "Returns the top counterparty groups ranked by total spend (per currency) from the user's already-converted statements."
}
],
"negative": [
{
"description": "Do not call a tool for a finance question that does not involve the user's own statements, even when the user names the app.",
"prompt": "Using the bankstatemently app:\n\nWhat is the current exchange rate from US dollars to euros?",
"expected_behavior": "No Bankstatemently tool should be called. ChatGPT states that Bankstatemently does not provide exchange rates and answers from another source."
},
{
"description": "Do not trigger for requests to access online banking accounts.",
"prompt": "using bankstatemently plugin: Log in to my bank and download my latest statement.",
"expected_behavior": "No Bankstatemently tool should be called. ChatGPT states that Bankstatemently cannot log in to banks or retrieve files from banking portals, and offers to convert a statement PDF the user provides."
},
{
"description": "Do not trigger for payment or money movement requests.",
"prompt": "Using Bankstatemently plugin: Pay my credit card bill from my checking account.",
"expected_behavior": "No Bankstatemently tool should be called. ChatGPT states that Bankstatemently cannot move money or initiate payments."
}
]
},
"demo_recording_url": "https://youtu.be/ZecWF02Pc7w",
"commerce": false,
"commerce_description": "Bankstatemently is a digital bank statement parsing service. The ChatGPT plugin does not sell products, subscriptions, or credits, process payments, promote upgrades, or initiate purchase flows.\n\nUsers may connect an existing Bankstatemently account and use the features and credits already available to that account. The plugin can parse bank statements, check existing credit entitlements, retrieve parsed results, list prior statements, and evaluate benchmark output."
},
"publication": {
"countries": [],
"release_notes": "New: list_outflows shows the money that left your accounts, grouped by where it went: one of your own accounts, another account, cash, a named party, or unknown. It gives totals per currency and takes an optional date range.\n\nChanged: group_by and top_n group by counterparty instead of merchant. The counterparty is the one printed on the statement line, otherwise the printed account number (last digits), otherwise the name in the description. rate_statement accepts feedback with any rating.",
"translations": {
"pt-BR": {
"subtitle": "Converta extratos banc\u00e1rios",
"description": "O Bankstatemently converte extratos banc\u00e1rios em PDF em dados de transa\u00e7\u00f5es estruturados.\n\nAnexe um extrato banc\u00e1rio em PDF para obter contas, saldos e transa\u00e7\u00f5es no chat, ou como arquivo CSV, Excel, QBO ou Xero. Depois, voc\u00ea pode listar seus extratos convertidos, categorizar transa\u00e7\u00f5es e totalizar ou agrupar gastos por categoria, estabelecimento ou m\u00eas.\n\n\u00c9 necess\u00e1ria uma conta Bankstatemently. O Bankstatemently l\u00ea o PDF que voc\u00ea envia e nunca se conecta ao seu banco."
},
"pt-PT": {
"subtitle": "Converta extratos banc\u00e1rios",
"description": "O Bankstatemently converte extratos banc\u00e1rios em PDF em dados de transa\u00e7\u00f5es estruturados.\n\nAnexe um extrato banc\u00e1rio em PDF para obter contas, saldos e transa\u00e7\u00f5es no chat, ou como ficheiro CSV, Excel, QBO ou Xero. Depois, pode listar os seus extratos convertidos, categorizar transa\u00e7\u00f5es e totalizar ou agrupar despesas por categoria, comerciante ou m\u00eas.\n\n\u00c9 necess\u00e1ria uma conta Bankstatemently. O Bankstatemently l\u00ea o PDF que fornece e nunca se liga ao seu banco."
},
"es-419": {
"subtitle": "Convierte extractos bancarios",
"description": "Bankstatemently convierte extractos bancarios en PDF en datos de transacciones estructurados.\n\nAdjunta un extracto bancario en PDF para obtener sus cuentas, saldos y transacciones en el chat, o como un archivo CSV, Excel, QBO o Xero. Despu\u00e9s puedes listar tus extractos convertidos, categorizar transacciones y totalizar o agrupar gastos por categor\u00eda, comercio o mes.\n\nSe requiere una cuenta de Bankstatemently. Bankstatemently lee el PDF que proporcionas y nunca se conecta a tu banco."
},
"es-ES": {
"subtitle": "Convierte extractos bancarios",
"description": "Bankstatemently convierte extractos bancarios en PDF en datos de transacciones estructurados.\n\nAdjunta un extracto bancario en PDF para obtener sus cuentas, saldos y transacciones en el chat, o como un archivo CSV, Excel, QBO o Xero. Despu\u00e9s puedes listar tus extractos convertidos, categorizar transacciones y totalizar o agrupar gastos por categor\u00eda, comercio o mes.\n\nSe requiere una cuenta de Bankstatemently. Bankstatemently lee el PDF que proporcionas y nunca se conecta a tu banco."
},
"fr-FR": {
"subtitle": "Convertir un relev\u00e9 bancaire",
"description": "Bankstatemently convertit les relev\u00e9s bancaires PDF en donn\u00e9es de transactions structur\u00e9es.\n\nJoignez un relev\u00e9 bancaire PDF pour obtenir ses comptes, soldes et transactions dans le chat, ou en fichier CSV, Excel, QBO ou Xero. Vous pouvez ensuite lister vos relev\u00e9s convertis, cat\u00e9goriser les transactions et totaliser ou regrouper les d\u00e9penses par cat\u00e9gorie, commer\u00e7ant ou mois.\n\nUn compte Bankstatemently est requis. Bankstatemently lit le PDF que vous fournissez et ne se connecte jamais \u00e0 votre banque."
},
"fr-CA": {
"subtitle": "Convertir un relev\u00e9 bancaire",
"description": "Bankstatemently convertit les relev\u00e9s bancaires PDF en donn\u00e9es de transactions structur\u00e9es.\n\nJoignez un relev\u00e9 bancaire PDF pour obtenir ses comptes, soldes et transactions dans le chat, ou en fichier CSV, Excel, QBO ou Xero. Vous pouvez ensuite lister vos relev\u00e9s convertis, cat\u00e9goriser les transactions et totaliser ou regrouper les d\u00e9penses par cat\u00e9gorie, commer\u00e7ant ou mois.\n\nUn compte Bankstatemently est requis. Bankstatemently lit le PDF que vous fournissez et ne se connecte jamais \u00e0 votre banque."
},
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},
"apps": "./.app.json"
}
}
}
SHA-256: dcc4dcd93a1313fe4f61f7af819d4a0146d35faa903d0816b74aaec37b46d059