Bankstatemently

설치

쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.

검사 5/5 통과 · 내가 묻는 내용은 제작자 서버(api.bankstatemently.com)를 거쳐요 · ✓ 명령 확인 2026년 11월 13일

claude mcp add --transport http --scope user bankstatemently https://api.bankstatemently.com/mcp --header 'X-API-Key: your-value'

{
  "mcpServers": {
    "bankstatemently": {
      "url": "https://api.bankstatemently.com/mcp",
      "headers": {
        "X-API-Key": "your-value"
      }
    }
  }
}

{
  "servers": {
    "bankstatemently": {
      "type": "http",
      "url": "https://api.bankstatemently.com/mcp",
      "headers": {
        "X-API-Key": "your-value"
      }
    }
  }
}

어떤 앱에서 쓸 수 있나요

이 서버의 연결 방식과 각 앱의 공식 문서를 바탕으로 했어요. 2026년 11월 10일 확인.

인터넷으로 연결하는 앱

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할 수 있는 일

도구 이름과 설명은 서버가 2026년 11월 13일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.

• request_upload

  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 fi

• convert_statement

  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 attache

• get_statement

  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

• categorize_statement

  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 fi

• list_statements

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

• dismiss_statement

  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

• adjudicate_transfers

  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.

• adjudicate_outflows

  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 th

• get_credits

  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 operationa

• list_memories

  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.

• create_memory

  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.

• update_memory

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

• rate_statement

  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 rat

• evaluate_benchmark

  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 publishe

• list_transactions

  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 account

• aggregate

  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/

• group_by

  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

• top_n

  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.

• compare

  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.

• time_series

  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.

• list_transfers

  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)

• list_outflows

  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

기본 점검i

누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 14일 점검

• ✓ 통과

  제작자와 저장소 일치

  레지스트리 이름이 GitHub 계정 bankstatemently 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요

• ✓ 통과

  계속 관리되고 있음

  코드 마지막 변경: 35일 전

• ✓ 통과

  라이선스 있음

  MIT 사용

• ✓ 통과

  엔드포인트 응답

  365ms 만에 응답(HTTP 200)

• – 해당 없음

  OAuth로 로그인

  로그인 필요 없음

• ✓ 통과

  도구 설명에 숨겨진 지시 없음

  도구 설명 22개를 읽었고, AI에게 보내는 숨겨진 지시는 없었어요

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문서, 시트 및 사무 업무 카테고리의 다른 서버와 비교i

• 이 카테고리의 다른 서버 3877개 중 81%보다 스타가 많아요
• 이 카테고리의 다른 서버 3877개 중 43%보다 최근에 레지스트리에 공개됐어요
• 기본 점검 결과가 이 카테고리의 다른 서버 3877개 중 100%와 같거나 더 좋아요

레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.

같은 카테고리의 다른 것

같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.

카드 보는 법:↓ 주간 다운로드i★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i

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내 컴퓨터에서 실행

설치

제작자의 README

/plugin marketplace add bankstatemently/plugins

claude mcp add --transport http bankstatemently https://api.bankstatemently.com/mcp

claude mcp add --transport http bankstatemently https://api.bankstatemently.com/mcp \

codex mcp add bankstatemently --url https://api.bankstatemently.com/mcp

export BANKSTATEMENTLY_API_KEY=bsk_live_...

git clone https://github.com/bankstatemently/plugins.git