convert-statement

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 CodeCodex

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.

agentmods
npx agentmods add skills/bankstatemently/plugins/convert-statement
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, Codex.

Per session 49 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 316 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00049 $0.00316
Opus 5 $0.00024 $0.00158
Sonnet 5 $0.00010 $0.00063
Haiku 4.5 $0.00005 $0.00032

Measured yesterday against content hash fc608377f75a, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, 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 yesterday.

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 · 20 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.

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 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. yesterday 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 3d ago), licensed MIT. It adds 49 tokens to every session and 316 once invoked, about $0.0002 per session on Opus 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.

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