Bankstatemently

安装

选择你使用的 AI 应用，然后复制设置。

通过 5/5 项检查 · 你的提问会经过开发者的服务器（api.bankstatemently.com） · ✓ 命令已检查 2026年11月13日

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"
      }
    }
  }
}

哪些应用可以使用它

依据这个服务器的连接方式和各应用自己的文档，检查于 2026年11月10日。

通过互联网连接，适用于

ClaudeGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatOpen WebUIRaycast

全部应用及其优缺点 →

它能做什么

工具名称和描述与服务器在 2026年11月13日 报告的完全一致。这些内容由作者撰写，不是我们写的；我们以纯文本形式显示。

• 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

基础检查i

我们检查的是任何人都能看到的信息；我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月14日

• ✓ 通过

  作者与仓库一致

  注册名称已通过 GitHub 账户 bankstatemently 验证，该账户拥有此仓库

• ✓ 通过

  仍在维护

  代码最后更新于35天前

• ✓ 通过

  有许可证

  使用 MIT

• ✓ 通过

  端点有响应

  在 365 毫秒内响应（HTTP 200）

• – 不适用

  使用 OAuth 登录

  无需登录

• ✓ 通过

  工具描述中没有隐藏指令

  已读取 22 个工具描述，未发现针对 AI 的隐藏指令

用户评价

还没有评价

用 Google 登录后写评价

与“文档、表格与办公”中的其他服务器比较i

• 星标数多于此分类中其他 3891 个服务器的 81%
• 发布到注册中心的时间比此分类中其他 3891 个服务器的 43% 更新
• 基础检查结果等于或优于此分类中其他 3891 个服务器的 100%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时，星标数才计入。

同类别的其他选择

同一分类中其他作者的服务器，按星标数排序。

如何看卡片：↓ 每周下载量i★ GitHub 星标i三大支柱：评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

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接入方法

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安装

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在你的电脑上运行

安装

作者的 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