AI Agents | Bank Statement Conversion - Bank-Statement-Conversion
Converts to
CSVExcelJSONQBOOFXMT940CAMT.053BAI2
MCP-first financial document automation

Connect your AI agent to bank statement conversion.

Let Claude, ChatGPT, Codex, Cursor, and custom agents convert bank statements, invoices, receipts, and accounting files into structured outputs through MCP, OpenAPI, REST, or an installable Agent Skill.

Set up MCP View API docs
Scoped token abilities Upload, poll, download workflow LLM discovery files

Agent workflow

1. Check account status
2. Upload statement files
3. Poll conversion status
4. Download completed output

Remote MCP endpoint

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

Connect your AI agent to financial document conversion.

Choose the integration path that matches your agent runtime and automation model.

Recommended

MCP

Claude, Cursor, Codex

Connect compatible AI clients to live conversion tools for account checks, uploads, job status, and downloads from the chat.

Remote MCPBSC_API_TOKENScoped tools
Set up MCP

Agent Skill

One command install

Install a focused skill that teaches coding agents the safe Bank Statement Conversion workflow, endpoint scope, and token handling rules.

npx skills add MTTenterprise/Bank-statement-conversion --skill bank-statement-conversion
CodexClaude CodeCursorWindsurf
Install skill

ChatGPT Actions

OpenAPI schema

Use the machine-readable schema for action builders and schema-aware agents that prefer OpenAPI over MCP.

OpenAPIActionsCustom GPTs
Open schema

REST API

Custom agents and jobs

Build custom financial workflows with upload, status polling, and download endpoints from any backend or agent runtime.

Node.jsPythonAny stack
API docs
Quick setup

Install the Agent Skill, then connect live tools.

The skill gives coding agents the public conversion workflow, safety rules, supported formats, and when to use MCP, OpenAPI, or REST.

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

Use a dedicated token for agent access.

Create the token in your dashboard from API Tokens, then store it as BSC_API_TOKEN in the agent client. Give the token only the abilities below.

Create API tokenMCP setup guide
BSC_API_TOKEN=your_dashboard_token
account:status conversion:read conversion:upload conversion:download

Tell your agent what to convert.

No manual dashboard handoff. Your agent can run the workflow and report back when output is ready.

Convert a PDF statement

Convert this PDF bank statement to CSV and tell me when the file is ready.

You

I uploaded the statement, started the conversion, and found the completed CSV download token.

Agent
Create structured JSON

Extract transactions from these statements as JSON for my reconciliation pipeline.

You

The files are processed. The JSON output includes statement metadata and normalized transaction rows.

Agent
Prepare accounting imports

Turn this client statement into QBO and OFX exports.

You

The conversion completed with separate QBO and OFX outputs ready for review and download.

Agent

Everything your agent needs.

One workflow for document upload, conversion status, and accounting-ready outputs.

Financial document uploads

PDF, image, CSV, Excel, OFX, QBO, QFX, MT940, XML, and CAMT.053 inputs.

Accounting-ready outputs

CSV, Excel, JSON, QuickBooks, Xero, OFX, QFX, MT940, CAMT.053, BAI2, Sage, MYOB, and DATEV.

Asynchronous status checks

Agents can start a conversion, poll job status, and continue only when output files are ready.

Scoped access

Token abilities separate account status, upload, read, and download permissions.

Download-token workflow

Agents use returned download tokens instead of guessing or constructing file URLs.

Safety-first automation

Dedicated tokens and confirmation steps keep financial document actions auditable.

Supported inputs

Standard conversionsPDF, JPG/JPEG, PNG, TIFF/TIF, CSV, XLS/XLSX, OFX, QBO, QFX, 940, STA, MT940, MT940X, XML, CAMT.053
CSV CleanerCSV, XLS, XLSX
Payment file generationCSV, XLS, XLSX
Positive Pay file generationCSV, XLS, XLSX

Popular output values

csvexceljsonqb_onlineqb_desktopxeroofxofx_legacyqfxmt940mt940_moneybirdcamt053camt053_legacycamt053_moneybird

Use /api for the full output list and request parameters when building custom integrations.

Safety scope

Designed for financial-document control.

Agent access should be explicit, scoped, and revocable. Use dedicated tokens and confirm sensitive uploads or download preparation before the agent continues.

Create a dedicated API token for each agent or workspace.
Enable only the abilities required for the workflow.
Confirm before uploading bank statements or preparing downloads.
Revoke the token from the dashboard when access should stop.

How teams use agent conversion.

Useful anywhere agents need structured transaction data or accounting exports from financial documents.

Accountants converting client statements inside AI-assisted bookkeeping workflows.
Finance SaaS teams adding statement import to onboarding and reconciliation flows.
Operations teams turning PDF and spreadsheet statements into clean accounting files.
Investigators extracting structured transactions from mixed financial document sets.
Enterprise teams connecting high-volume conversion to internal agent workbenches.
Developers building data pipelines that need reliable statement JSON and CSV output.

Common questions.

Is /agents replacing /api?

No. /agents is the AI-agent landing page. /api remains the detailed developer API reference.

Which connection path should most agent users start with?

Use MCP first when your client supports remote MCP. Use OpenAPI for ChatGPT Actions and REST API for custom backend jobs.

Does the agent need a special token?

Use a dedicated API token for agents and enable only the abilities the agent needs.

Can an agent upload financial documents automatically?

The workflow is designed for explicit confirmation before uploads and downloads so users stay in control of sensitive documents.

Give your AI agent bank statement conversion.

MCP for agent clients. Agent Skill for coding assistants. OpenAPI and REST for custom workflows.

Create account View API docs