convert-statement

convert-statement is a skill for Claude Code from bankstatemently/plugins. It costs 49 tokens per session (430 once invoked), scanned A, original, MIT.

A procedure for turning a bank-statement PDF into usable transaction data and a summary of the account and statement period.

In plain words
What is it for?
Use it to convert a bank statement into CSV, XLSX, QBO, or Xero exports and review balances, account details, and transaction counts.
Why use it?
It removes the need to copy transactions manually or work out how to convert a PDF into an accounting format.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the bankstatemently plugin — 4 skills, 1 MCP server shipped together

Good fit Use it to convert a bank statement into CSV, XLSX, QBO, or Xero exports and review balances, account details, and transaction counts.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/bankstatemently/plugins/convert-statement
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add bankstatemently/plugins --skill convert-statement
Clone the repo
git clone --depth 1 https://github.com/bankstatemently/plugins

Made for: Claude Code.

Or install bankstatemently, the plugin that ships this one along with the rest of its 4 skills, 1 MCP server.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for convert-statement

README.md
[![agentmods](https://agentmods.dev/badge/skills/bankstatemently/plugins/convert-statement/github.svg)](https://agentmods.dev/skills/bankstatemently/plugins/convert-statement)
Your own site
<a href="https://agentmods.dev/skills/bankstatemently/plugins/convert-statement"><img src="https://agentmods.dev/badge/skills/bankstatemently/plugins/convert-statement/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for convert-statement

Your own site · 80×15
<a href="https://agentmods.dev/skills/bankstatemently/plugins/convert-statement"><img src="https://agentmods.dev/badge/skills/bankstatemently/plugins/convert-statement.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 49 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 430 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00049 $0.00430
Opus 5.5 $0.00020 $0.00172
Sonnet 5.5 $0.00010 $0.00086
Haiku 4.5 $0.00005 $0.00043

Measured 11d ago against content hash 86fa1165feab, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

convert-statement scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

bankstatemently/skills/convert-statement/SKILL.md · 24 lines

What it actually says

Convert

Input: a public HTTPS PDF URL, host-provided PDF attachment, or local file path the host cannot pass directly. Output: the conversion summary, key account details, statement period, balances, transaction count, and optional CSV/XLSX/QBO/Xero download links.

Before anything else: if the Bankstatemently tools are not available in this session, the Bankstatemently connector is not connected. Tell the user that first, and how to connect it: Customize → Connectors → Bankstatemently → Connect, which asks them to sign in to a Bankstatemently account. Then ask whether they want to connect or have you do the task directly. If you do it directly, say that the result was not produced by Bankstatemently.

Follow this sequence:

  1. If the input is a public HTTPS URL or host-provided PDF attachment, call convert_statement.
  2. If the input is a local file path and the host cannot pass the file directly, call request_upload, upload the PDF bytes from the file's absolute path to the returned URL, then call convert_statement with the upload id.
  3. If conversion is still processing, poll get_statement until the statement is ready or the tool returns a terminal summary.
  4. Present the tool summary, key account details, statement period, balances, and transaction count. Use the response summary as the source of truth when present.
  5. Ask which export the user wants. For CSV, XLSX, QBO, or Xero, call get_statement with the requested output format and present the returned link.

Example prompt: Convert this bank statement PDF and give me a CSV download: https://bankstatemently.com/benchmark/statements/bsb-004-statement.pdf

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago Changed · +4 lines 86fa1165feab
  2. 1mo ago First seen · 20 lines · 49 tokens per session scan A fc608377f75a

Subscribe to this mod's changes

convert-statement is a skill published in the GitHub repository bankstatemently/plugins (1 stars, last pushed 8d ago), licensed MIT. It adds 49 tokens to every session and 430 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.