MainBook Bank Statement Converter

Convert PDF bank statements to checked Excel, CSV or JSON with balance validation.

Should I use this

Quality & Safety

A
Description quality
100%
Schema completeness
70%
Naming quality
100%
Poisoning risk
100%
Permission match
100%
Protocol compliance
100%

Based on automated analysis of tool definitions and protocol compliance.

Context Cost

~4,597Tokens (tool definitions)
~14.1 KBTypical response size
Significant attention impact (3.59% of 128k context)

This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.

Install

One-Click Install

Add this to your `claude_desktop_config.json` file:

{
  "mcpServers": {
    "bank-statement-converter": {
      "command": "uvx",
      "args": [
        "mainbook-mcp"
      ]
    }
  }
}

Runnable packages

pypimainbook-mcp0.5.1stdio

Remote endpoints

https://mcp.mainbook.ai/mcpstreamable-http

What it can do

Tool inventory

Tools (4)

🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟡convert_bank_statement(file_path, file_url, result_type, timeout_seconds, idempotency_key, ...)

Convert one PDF bank statement through the complete MainBook workflow: create a job, upload, start, poll, and return structured data. This creates a job and spends page credits; it is not read-only.

Input Schema

{
  "type": "object",
  "properties": {
    "file_path": {
      "anyOf": [
        {
          "minLength": 1,
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "Path to a PDF on the MCP server machine. This field is only available over stdio and is rejected in HTTP mode; remote clients must use file_url. The path must be inside the allowed folders, which default to Downloads, Desktop, and Documents. Exactly one of file_path and file_url is required.",
      "title": "File Path"
    },
    "file_url": {
      "anyOf": [
        {
          "minLength": 1,
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "Public HTTPS URL of a PDF for remote mode. Redirects and non-public network addresses are rejected. Exactly one source is required.",
      "title": "File Url"
    },
    "result_type": {
      "default": "json",
      "description": "JSON is returned inline. Over stdio, XLSX or CSV is written to an allowed local folder and the full path is returned. HTTP mode returns safe download instructions. Binary bytes never enter model context.",
      "enum": [
        "json",
        "xlsx",
        "csv"
      ],
      "title": "Result Type",
      "type": "string"
    },
    "timeout_seconds": {
      "default": 50,
      "description": "Internal polling budget from 30 to 900 seconds. Timeout leaves the job running and returns its job_id for get_conversion. The default stays under the 60-second request timeout most MCP clients enforce; a client that gives up first discards the job_id and the conversion looks lost.",
      "maximum": 900,
      "minimum": 30,
      "title": "Timeout Seconds",
      "type": "integer"
    },
    "idempotency_key": {
      "anyOf": [
        {
          "maxLength": 255,
          "minLength": 1,
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "Optional value forwarded verbatim in the Idempotency-Key REST header.",
      "title": "Idempotency Key"
    },
    "output_path": {
      "anyOf": [
        {
          "minLength": 1,
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "Optional absolute result file or existing folder on the MCP server machine. Only available over stdio and only inside the allowed folders. The file extension is corrected to match result_type.",
      "title": "Output Path"
    }
  },
  "title": "convert_bank_statementArguments"
}

Output Schema

{
  "type": "object",
  "properties": {
    "job_id": {
      "title": "Job Id",
      "type": "string"
    },
    "state": {
      "anyOf": [
        {
          "enum": [
            "awaiting_upload",
            "queued",
            "processing",
            "succeeded",
            "succeeded_with_warnings",
            "insufficient_credits",
            "failed",
            "expired"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "State"
    },
    "pages": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "title": "Pages"
    },
    "validation": {
      "anyOf": [
        {
          "$ref": "#/$defs/JobValidation"
        },
        {
          "type": "null"
        }
      ]
    },
    "result_type": {
      "enum": [
        "json",
        "xlsx",
        "csv"
      ],
      "title": "Result Type",
      "type": "string"
    },
    "data": {
      "anyOf": [
        {
          "$ref": "#/$defs/ConversionData"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "download": {
      "anyOf": [
        {
          "$ref": "#/$defs/DownloadInstruction"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "saved_file": {
      "anyOf": [
        {
          "$ref": "#/$defs/SavedFile"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "timed_out": {
      "default": false,
      "title": "Timed Out",
      "type": "boolean"
    },
    "message": {
      "title": "Message",
      "type": "string"
    }
  },
  "required": [
    "job_id",
    "state",
    "pages",
    "validation",
    "result_type",
    "message"
  ],
  "$defs": {
    "ConversionData": {
      "description": "Exact top-level JSON shape produced by the MainBook exporter.",
      "properties": {
        "document": {
          "$ref": "#/$defs/ConversionDocument"
        },
        "transactions": {
          "items": {
            "$ref": "#/$defs/ConversionTransaction"
          },
          "title": "Transactions",
          "type": "array"
        },
        "has_warnings": {
          "title": "Has Warnings",
          "type": "boolean"
        }
      },
      "required": [
        "document",
        "transactions",
        "has_warnings"
      ],
      "title": "ConversionData",
      "type": "object"
    },
    "ConversionDocument": {
      "description": "Document summary emitted by MainBook's JSON exporter.",
      "properties": {
        "id": {
          "title": "Id",
          "type": "string"
        },
        "display_name": {
          "title": "Display Name",
          "type": "string"
        },
        "bank_name": {
          "title": "Bank Name",
          "type": "string"
        },
        "account_holder": {
          "title": "Account Holder",
          "type": "string"
        },
        "account_address": {
          "title": "Account Address",
          "type": "string"
        },
        "account_number_masked": {
          "title": "Account Number Masked",
          "type": "string"
        },
        "account_type": {
          "title": "Account Type",
          "type": "string"
        },
        "kind": {
          "title": "Kind",
          "type": "string"
        },
        "currency": {
          "title": "Currency",
          "type": "string"
        },
        "period_start": {
          "title": "Period Start",
          "type": "string"
        },
        "period_end": {
          "title": "Period End",
          "type": "string"
        },
        "billing_cycle_length_days": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Billing Cycle Length Days"
        },
        "starting_balance_cents": {
          "title": "Starting Balance Cents",
          "type": "integer"
        },
        "ending_balance_cents": {
          "title": "Ending Balance Cents",
          "type": "integer"
        },
        "transactions_count": {
          "minimum": 0,
          "title": "Transactions Count",
          "type": "integer"
        },
        "net_credits_cents": {
          "title": "Net Credits Cents",
          "type": "integer"
        },
        "net_debits_cents": {
          "title": "Net Debits Cents",
          "type": "integer"
        },
        "credit_limit_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Credit Limit Cents"
        },
        "available_credit_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Available Credit Cents"
        },
        "previous_balance_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Previous Balance Cents"
        },
        "new_balance_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "New Balance Cents"
        },
        "payment_due_amount_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Payment Due Amount Cents"
        },
        "payment_due_date": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Payment Due Date"
        },
        "pages": {
          "anyOf": [
            {
              "minimum": 1,
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Pages"
        }
      },
      "required": [
        "id",
        "display_name",
        "bank_name",
        "account_holder",
        "account_address",
        "account_number_masked",
        "account_type",
        "kind",
        "currency",
        "period_start",
        "period_end",
        "billing_cycle_length_days",
        "starting_balance_cents",
        "ending_balance_cents",
        "transactions_count",
        "net_credits_cents",
        "net_debits_cents",
        "credit_limit_cents",
        "available_credit_cents",
        "previous_balance_cents",
        "new_balance_cents",
        "payment_due_amount_cents",
        "payment_due_date"
      ],
      "title": "ConversionDocument",
      "type": "object"
    },
    "ConversionTransaction": {
      "description": "One exported transaction row, with integer-cent monetary fields.",
      "properties": {
        "row": {
          "minimum": 1,
          "title": "Row",
          "type": "integer"
        },
        "source_file": {
          "title": "Source File",
          "type": "string"
        },
        "page": {
          "minimum": 1,
          "title": "Page",
          "type": "integer"
        },
        "line_index": {
          "minimum": 0,
          "title": "Line Index",
          "type": "integer"
        },
        "date": {
          "title": "Date",
          "type": "string"
        },
        "description": {
          "title": "Description",
          "type": "string"
        },
        "amount_cents": {
          "title": "Amount Cents",
          "type": "integer"
        },
        "transaction_type": {
          "enum": [
            "credit",
            "debit"
          ],
          "title": "Transaction Type",
          "type": "string"
        },
        "balance_after_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Balance After Cents"
        },
        "currency": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Currency"
        },
        "validation_status": {
          "enum": [
            "valid",
            "system_mismatch",
            "user_edited_mismatch",
            "user_reviewed",
            "user_accepted"
          ],
          "title": "Validation Status",
          "type": "string"
        },
        "warning_flags": {
          "items": {
            "type": "string"
          },
          "title": "Warning Flags",
          "type": "array"
        },
        "cardholder": {
          "default": "",
          "title": "Cardholder",
          "type": "string"
        },
        "cardholder_card_masked": {
          "default": "",
          "title": "Cardholder Card Masked",
          "type": "string"
        }
      },
      "required": [
        "row",
        "source_file",
        "page",
        "line_index",
        "date",
        "description",
        "amount_cents",
        "transaction_type",
        "balance_after_cents",
        "currency",
        "validation_status",
        "warning_flags"
      ],
      "title": "ConversionTransaction",
      "type": "object"
    },
    "DownloadInstruction": {
      "additionalProperties": false,
      "properties": {
        "job_id": {
          "title": "Job Id",
          "type": "string"
        },
        "result_type": {
          "enum": [
            "xlsx",
            "csv"
          ],
          "title": "Result Type",
          "type": "string"
        },
        "rest_endpoint": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Rest Endpoint"
        },
        "url": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Url"
        },
        "expires_at": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Expires At"
        },
        "instruction": {
          "title": "Instruction",
          "type": "string"
        }
      },
      "required": [
        "job_id",
        "result_type",
        "instruction"
      ],
      "title": "DownloadInstruction",
      "type": "object"
    },
    "JobValidation": {
      "properties": {
        "reconcilable": {
          "anyOf": [
            {
              "type": "boolean"
            },
            {
              "type": "null"
            }
          ],
          "description": "Whether statement math can be reconciled; null means the document kind has no running-balance reconciliation, such as many credit-card statements.",
          "title": "Reconcilable"
        },
        "passed": {
          "description": "Whether MainBook's applicable statement-math checks passed.",
          "title": "Passed",
          "type": "boolean"
        },
        "mismatched_rows": {
          "description": "Number of transaction rows that remain mathematically mismatched.",
          "minimum": 0,
          "title": "Mismatched Rows",
          "type": "integer"
        }
      },
      "required": [
        "reconcilable",
        "passed",
        "mismatched_rows"
      ],
      "title": "JobValidation",
      "type": "object"
    },
    "SavedFile": {
      "additionalProperties": false,
      "properties": {
        "path": {
          "title": "Path",
          "type": "string"
        },
        "reason": {
          "title": "Reason",
          "type": "string"
        }
      },
      "required": [
        "path",
        "reason"
      ],
      "title": "SavedFile",
      "type": "object"
    }
  },
  "additionalProperties": false,
  "description": "Structured result shared by convert_bank_statement and get_conversion.",
  "title": "ConversionOutput"
}
🟢get_balance

Return total, reserved, and available MainBook credits. Every value is measured in PDF pages.

Input Schema

{
  "type": "object",
  "properties": {},
  "title": "get_balanceArguments"
}

Output Schema

{
  "type": "object",
  "properties": {
    "balance": {
      "title": "Balance",
      "type": "integer"
    },
    "reserved": {
      "minimum": 0,
      "title": "Reserved",
      "type": "integer"
    },
    "available": {
      "title": "Available",
      "type": "integer"
    },
    "units": {
      "const": "pages",
      "default": "pages",
      "title": "Units",
      "type": "string"
    },
    "explanation": {
      "title": "Explanation",
      "type": "string"
    }
  },
  "required": [
    "balance",
    "reserved",
    "available",
    "explanation"
  ],
  "additionalProperties": false,
  "title": "BalanceOutput"
}
🟢list_conversions(limit, cursor)

List one cursor page of conversion jobs visible to the MainBook account. Pass the returned next_cursor to continue.

Input Schema

{
  "type": "object",
  "properties": {
    "limit": {
      "default": 25,
      "description": "Jobs on this page, from 1 to 100.",
      "maximum": 100,
      "minimum": 1,
      "title": "Limit",
      "type": "integer"
    },
    "cursor": {
      "anyOf": [
        {
          "minLength": 1,
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "Opaque next_cursor from the previous page.",
      "title": "Cursor"
    }
  },
  "title": "list_conversionsArguments"
}

Output Schema

{
  "type": "object",
  "properties": {
    "conversions": {
      "items": {
        "$ref": "#/$defs/Job"
      },
      "title": "Conversions",
      "type": "array"
    },
    "next_cursor": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Next Cursor"
    },
    "count": {
      "minimum": 0,
      "title": "Count",
      "type": "integer"
    },
    "units": {
      "const": "pages",
      "default": "pages",
      "title": "Units",
      "type": "string"
    }
  },
  "required": [
    "conversions",
    "next_cursor",
    "count"
  ],
  "$defs": {
    "Job": {
      "properties": {
        "job_id": {
          "title": "Job Id",
          "type": "string"
        },
        "state": {
          "enum": [
            "awaiting_upload",
            "queued",
            "processing",
            "succeeded",
            "succeeded_with_warnings",
            "insufficient_credits",
            "failed",
            "expired"
          ],
          "title": "State",
          "type": "string"
        },
        "filename": {
          "title": "Filename",
          "type": "string"
        },
        "file_format": {
          "const": "pdf",
          "title": "File Format",
          "type": "string"
        },
        "pages": {
          "minimum": 1,
          "title": "Pages",
          "type": "integer"
        },
        "credits_reserved": {
          "anyOf": [
            {
              "minimum": 1,
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Credits Reserved"
        },
        "source": {
          "enum": [
            "web",
            "api"
          ],
          "title": "Source",
          "type": "string"
        },
        "created_at": {
          "title": "Created At",
          "type": "string"
        },
        "updated_at": {
          "title": "Updated At",
          "type": "string"
        },
        "validation": {
          "anyOf": [
            {
              "$ref": "#/$defs/JobValidation"
            },
            {
              "type": "null"
            }
          ]
        },
        "error": {
          "anyOf": [
            {
              "$ref": "#/$defs/JobError"
            },
            {
              "type": "null"
            }
          ]
        }
      },
      "required": [
        "job_id",
        "state",
        "filename",
        "file_format",
        "pages",
        "source",
        "created_at",
        "updated_at",
        "validation",
        "error"
      ],
      "title": "Job",
      "type": "object"
    },
    "JobError": {
      "properties": {
        "category": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Category"
        },
        "reason": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Reason"
        }
      },
      "required": [
        "category",
        "reason"
      ],
      "title": "JobError",
      "type": "object"
    },
    "JobValidation": {
      "properties": {
        "reconcilable": {
          "anyOf": [
            {
              "type": "boolean"
            },
            {
              "type": "null"
            }
          ],
          "description": "Whether statement math can be reconciled; null means the document kind has no running-balance reconciliation, such as many credit-card statements.",
          "title": "Reconcilable"
        },
        "passed": {
          "description": "Whether MainBook's applicable statement-math checks passed.",
          "title": "Passed",
          "type": "boolean"
        },
        "mismatched_rows": {
          "description": "Number of transaction rows that remain mathematically mismatched.",
          "minimum": 0,
          "title": "Mismatched Rows",
          "type": "integer"
        }
      },
      "required": [
        "reconcilable",
        "passed",
        "mismatched_rows"
      ],
      "title": "JobValidation",
      "type": "object"
    }
  },
  "additionalProperties": false,
  "title": "ListConversionsOutput"
}
🟢get_conversion(job_id, result_type, output_path)

Get the current state of one MainBook conversion. When successful, return JSON inline or save XLSX/CSV locally over stdio. HTTP mode returns safe download instructions. Use this after convert_bank_statement times out.

Input Schema

{
  "type": "object",
  "properties": {
    "job_id": {
      "description": "Conversion job UUID returned by MainBook.",
      "minLength": 1,
      "title": "Job Id",
      "type": "string"
    },
    "result_type": {
      "default": "json",
      "description": "Result representation to retrieve after the job succeeds.",
      "enum": [
        "json",
        "xlsx",
        "csv"
      ],
      "title": "Result Type",
      "type": "string"
    },
    "output_path": {
      "anyOf": [
        {
          "minLength": 1,
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "Optional absolute result file or existing folder on the MCP server machine. Only available over stdio and only inside the allowed folders.",
      "title": "Output Path"
    }
  },
  "required": [
    "job_id"
  ],
  "title": "get_conversionArguments"
}

Output Schema

{
  "type": "object",
  "properties": {
    "job_id": {
      "title": "Job Id",
      "type": "string"
    },
    "state": {
      "anyOf": [
        {
          "enum": [
            "awaiting_upload",
            "queued",
            "processing",
            "succeeded",
            "succeeded_with_warnings",
            "insufficient_credits",
            "failed",
            "expired"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "State"
    },
    "pages": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "title": "Pages"
    },
    "validation": {
      "anyOf": [
        {
          "$ref": "#/$defs/JobValidation"
        },
        {
          "type": "null"
        }
      ]
    },
    "result_type": {
      "enum": [
        "json",
        "xlsx",
        "csv"
      ],
      "title": "Result Type",
      "type": "string"
    },
    "data": {
      "anyOf": [
        {
          "$ref": "#/$defs/ConversionData"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "download": {
      "anyOf": [
        {
          "$ref": "#/$defs/DownloadInstruction"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "saved_file": {
      "anyOf": [
        {
          "$ref": "#/$defs/SavedFile"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "timed_out": {
      "default": false,
      "title": "Timed Out",
      "type": "boolean"
    },
    "message": {
      "title": "Message",
      "type": "string"
    }
  },
  "required": [
    "job_id",
    "state",
    "pages",
    "validation",
    "result_type",
    "message"
  ],
  "$defs": {
    "ConversionData": {
      "description": "Exact top-level JSON shape produced by the MainBook exporter.",
      "properties": {
        "document": {
          "$ref": "#/$defs/ConversionDocument"
        },
        "transactions": {
          "items": {
            "$ref": "#/$defs/ConversionTransaction"
          },
          "title": "Transactions",
          "type": "array"
        },
        "has_warnings": {
          "title": "Has Warnings",
          "type": "boolean"
        }
      },
      "required": [
        "document",
        "transactions",
        "has_warnings"
      ],
      "title": "ConversionData",
      "type": "object"
    },
    "ConversionDocument": {
      "description": "Document summary emitted by MainBook's JSON exporter.",
      "properties": {
        "id": {
          "title": "Id",
          "type": "string"
        },
        "display_name": {
          "title": "Display Name",
          "type": "string"
        },
        "bank_name": {
          "title": "Bank Name",
          "type": "string"
        },
        "account_holder": {
          "title": "Account Holder",
          "type": "string"
        },
        "account_address": {
          "title": "Account Address",
          "type": "string"
        },
        "account_number_masked": {
          "title": "Account Number Masked",
          "type": "string"
        },
        "account_type": {
          "title": "Account Type",
          "type": "string"
        },
        "kind": {
          "title": "Kind",
          "type": "string"
        },
        "currency": {
          "title": "Currency",
          "type": "string"
        },
        "period_start": {
          "title": "Period Start",
          "type": "string"
        },
        "period_end": {
          "title": "Period End",
          "type": "string"
        },
        "billing_cycle_length_days": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Billing Cycle Length Days"
        },
        "starting_balance_cents": {
          "title": "Starting Balance Cents",
          "type": "integer"
        },
        "ending_balance_cents": {
          "title": "Ending Balance Cents",
          "type": "integer"
        },
        "transactions_count": {
          "minimum": 0,
          "title": "Transactions Count",
          "type": "integer"
        },
        "net_credits_cents": {
          "title": "Net Credits Cents",
          "type": "integer"
        },
        "net_debits_cents": {
          "title": "Net Debits Cents",
          "type": "integer"
        },
        "credit_limit_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Credit Limit Cents"
        },
        "available_credit_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Available Credit Cents"
        },
        "previous_balance_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Previous Balance Cents"
        },
        "new_balance_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "New Balance Cents"
        },
        "payment_due_amount_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Payment Due Amount Cents"
        },
        "payment_due_date": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Payment Due Date"
        },
        "pages": {
          "anyOf": [
            {
              "minimum": 1,
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Pages"
        }
      },
      "required": [
        "id",
        "display_name",
        "bank_name",
        "account_holder",
        "account_address",
        "account_number_masked",
        "account_type",
        "kind",
        "currency",
        "period_start",
        "period_end",
        "billing_cycle_length_days",
        "starting_balance_cents",
        "ending_balance_cents",
        "transactions_count",
        "net_credits_cents",
        "net_debits_cents",
        "credit_limit_cents",
        "available_credit_cents",
        "previous_balance_cents",
        "new_balance_cents",
        "payment_due_amount_cents",
        "payment_due_date"
      ],
      "title": "ConversionDocument",
      "type": "object"
    },
    "ConversionTransaction": {
      "description": "One exported transaction row, with integer-cent monetary fields.",
      "properties": {
        "row": {
          "minimum": 1,
          "title": "Row",
          "type": "integer"
        },
        "source_file": {
          "title": "Source File",
          "type": "string"
        },
        "page": {
          "minimum": 1,
          "title": "Page",
          "type": "integer"
        },
        "line_index": {
          "minimum": 0,
          "title": "Line Index",
          "type": "integer"
        },
        "date": {
          "title": "Date",
          "type": "string"
        },
        "description": {
          "title": "Description",
          "type": "string"
        },
        "amount_cents": {
          "title": "Amount Cents",
          "type": "integer"
        },
        "transaction_type": {
          "enum": [
            "credit",
            "debit"
          ],
          "title": "Transaction Type",
          "type": "string"
        },
        "balance_after_cents": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Balance After Cents"
        },
        "currency": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Currency"
        },
        "validation_status": {
          "enum": [
            "valid",
            "system_mismatch",
            "user_edited_mismatch",
            "user_reviewed",
            "user_accepted"
          ],
          "title": "Validation Status",
          "type": "string"
        },
        "warning_flags": {
          "items": {
            "type": "string"
          },
          "title": "Warning Flags",
          "type": "array"
        },
        "cardholder": {
          "default": "",
          "title": "Cardholder",
          "type": "string"
        },
        "cardholder_card_masked": {
          "default": "",
          "title": "Cardholder Card Masked",
          "type": "string"
        }
      },
      "required": [
        "row",
        "source_file",
        "page",
        "line_index",
        "date",
        "description",
        "amount_cents",
        "transaction_type",
        "balance_after_cents",
        "currency",
        "validation_status",
        "warning_flags"
      ],
      "title": "ConversionTransaction",
      "type": "object"
    },
    "DownloadInstruction": {
      "additionalProperties": false,
      "properties": {
        "job_id": {
          "title": "Job Id",
          "type": "string"
        },
        "result_type": {
          "enum": [
            "xlsx",
            "csv"
          ],
          "title": "Result Type",
          "type": "string"
        },
        "rest_endpoint": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Rest Endpoint"
        },
        "url": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Url"
        },
        "expires_at": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Expires At"
        },
        "instruction": {
          "title": "Instruction",
          "type": "string"
        }
      },
      "required": [
        "job_id",
        "result_type",
        "instruction"
      ],
      "title": "DownloadInstruction",
      "type": "object"
    },
    "JobValidation": {
      "properties": {
        "reconcilable": {
          "anyOf": [
            {
              "type": "boolean"
            },
            {
              "type": "null"
            }
          ],
          "description": "Whether statement math can be reconciled; null means the document kind has no running-balance reconciliation, such as many credit-card statements.",
          "title": "Reconcilable"
        },
        "passed": {
          "description": "Whether MainBook's applicable statement-math checks passed.",
          "title": "Passed",
          "type": "boolean"
        },
        "mismatched_rows": {
          "description": "Number of transaction rows that remain mathematically mismatched.",
          "minimum": 0,
          "title": "Mismatched Rows",
          "type": "integer"
        }
      },
      "required": [
        "reconcilable",
        "passed",
        "mismatched_rows"
      ],
      "title": "JobValidation",
      "type": "object"
    },
    "SavedFile": {
      "additionalProperties": false,
      "properties": {
        "path": {
          "title": "Path",
          "type": "string"
        },
        "reason": {
          "title": "Reason",
          "type": "string"
        }
      },
      "required": [
        "path",
        "reason"
      ],
      "title": "SavedFile",
      "type": "object"
    }
  },
  "additionalProperties": false,
  "description": "Structured result shared by convert_bank_statement and get_conversion.",
  "title": "ConversionOutput"
}

Recommended Prompts

retrieve_data
Get details about [item] from MainBook Bank Statement Converter
Expected tools: get_balance
fetch_info
Fetch [information type] using MainBook Bank Statement Converter
Expected tools: get_balance
list_items
List all [items] available in MainBook Bank Statement Converter
Expected tools: list_conversions
browse_collection
Show me the [collection] from MainBook Bank Statement Converter
Expected tools: list_conversions
explore_workflow
List available [items], then get details for each one using MainBook Bank Statement Converter
Expected tools: list_conversionsget_balance

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