Claude Code / Codex / ChatGPT plugin marketplace for Bankstatemently — install the MCP server as a plugin.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.