Claude Code / Codex / ChatGPT plugin marketplace for Bankstatemently — install the MCP server as a plugin.
Command
Use when the user asks to categorize spending, group by merchant or category, rank top merchants, or show monthly trends on converted statements. Do not use for first-time PDF conversion, period reconciliation, or benchmark scoring.
Command
Use when the user asks to convert and score a published Bankstatemently benchmark statement. Do not use for ordinary user-statement conversion, spending analysis, or reconciliation.
Command
Use when the user attaches a bank statement PDF or asks for CSV/XLSX/QBO/Xero export of a converted statement. Do not use for spending analysis, reconciliation, or benchmark scoring — those have their own skills.
Command
Use when the user asks to check statement coverage, missing periods, balance continuity, or cross-account transfers. Do not use for converting a new PDF, spending categorization, or benchmark scoring.