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Bank Statement Conversion Agent Skill

Public agent integration assets for Bank Statement Conversion.

This repository publishes the bank-statement-conversion Agent Skill so AI coding agents and agent clients can safely integrate Bank Statement Conversion through MCP, OpenAPI, and the REST API.

The main Bank Statement Conversion application source remains in Azure DevOps. This GitHub repository is only for public agent-facing artifacts.

Install

npx skills add MTTenterprise/Bank-statement-conversion --skill bank-statement-conversion

After installing, restart your agent client if it requires a restart to load new skills.

What This Skill Does

The skill teaches agents how to:

  • Choose between remote MCP, OpenAPI, and REST API integration paths.
  • Use the public Bank Statement Conversion workflow.
  • Configure BSC_API_TOKEN safely.
  • Request only scoped token abilities.
  • Confirm before uploading financial documents or preparing downloads.
  • Avoid private or local-only endpoint assumptions.

Repository Layout

agent-skills/
  bank-statement-conversion/
    SKILL.md
    agents/
      openai.yaml
    references/
      public-workflow.md

Public Endpoints

Use the public product and API URLs:

  • Agent landing page: https://bank-statement-conversion.com/agents
  • API documentation: https://bank-statement-conversion.com/api
  • OpenAPI schema: https://bank-statement-conversion.com/api/openapi.json
  • LLM index: https://bank-statement-conversion.com/llms.txt
  • Expanded LLM context: https://bank-statement-conversion.com/llms-full.txt
  • Remote MCP endpoint: https://bank-statement-conversion.com/mcp/bank-statement-conversion

Agent Workflow

The public conversion workflow is:

  1. Optionally call GET /api/user-status to check credits, page allowance, and subscription plan.
  2. Upload files with POST /api/upload.
  3. Poll GET /api/conversion-status/{jobId} until the completed response includes a download_token.
  4. Download the converted file with GET /api/download/{downloadToken}.

Use statement[] for file uploads, include document_type, and choose a supported output format.

Token Safety

For every agent integration:

  • Create a dedicated dashboard API token.
  • Store it as BSC_API_TOKEN or another environment variable.
  • Do not paste tokens into prompts, source code, docs, screenshots, logs, or examples.
  • Enable only the abilities the agent needs:
    • account:status
    • conversion:upload
    • conversion:read
    • conversion:download
  • Confirm with the user before uploading bank statements, invoices, receipts, or other financial documents.
  • Confirm before preparing download links.
  • Revoke the token when agent access should stop.

MCP

Use the remote MCP endpoint when your client supports remote MCP tools:

https://bank-statement-conversion.com/mcp/bank-statement-conversion

Configure the dashboard token in the client environment as BSC_API_TOKEN.

Remote MCP clients should send file bytes through the client-supported upload payload and ask the user for confirmation before sending financial documents.

OpenAPI And REST

Use OpenAPI for ChatGPT Actions, custom GPTs, and schema-aware agents:

https://bank-statement-conversion.com/api/openapi.json

Use REST for custom backends, scheduled jobs, and workflow engines:

https://bank-statement-conversion.com/api

Supported Formats

Common input formats include PDF, JPG/JPEG, PNG, TIFF/TIF, CSV, XLS/XLSX, OFX, QBO, QFX, STA, MT940, MT940X, XML, and CAMT.053.

Common bank statement output values include csv, excel, json, qb_online, qb_desktop, xero, ofx, ofx_legacy, qfx, mt940, camt053, bai2, sage, myob, datev, and csv_clean.

License

Copyright MTTenterprise Inc.

About

Bank statement converter: Convert PDF bank statements into CSV, Excel, QBO & OFX - no login required, API-ready.

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