These tools are the workhorses for reporting, reconciliation, and bookkeeping flows. They are mostly read-only; the only mutation is detaching an attachment from a transaction.
Transactions
| Tool | What it does | Upstream |
|---|
list_transactions | Paginated list of transactions on a bank account. Scope with bank_account_id or iban. Only completed, declined, and reversed transactions are returned. | List transactions |
get_transaction | Fetch one transaction by UUID. Same shape as a list_transactions element. | Retrieve a transaction |
What are the five biggest expenses last month?
Show me all incoming transfers from ACME this quarter.
Statements
| Tool | What it does | Upstream |
|---|
list_statements | List monthly account statements (period, bank account id, file block). Each file_url is a short-lived presigned credential. | List statements |
get_statement | Fetch one statement by UUID. The file_url is a credential; treat it like a password. | Retrieve a statement |
Give me the statement PDF for April 2026.
Attachments
Attachments are receipts, invoices, or any other document linked to a transaction. The MCP server lets you fetch them, list which ones are attached to a transaction, and detach them.
| Tool | What it does | Upstream |
|---|
get_attachment | Fetch one attachment by UUID. Returns a short-lived presigned url plus the PAdES probative version when available. | Retrieve an attachment |
list_transaction_attachments | List attachments tied to one transaction (paginated). Each entry exposes a short-lived url. | List attachments for a transaction |
remove_transaction_attachment | Detach an attachment from a transaction. The file itself is kept, any other transaction referencing it is unaffected. | Remove an attachment from a transaction |
Presigned url and file_url values are short-lived credentials. The server hands them to your client so you can download the file; do not paste them into a chat where they may be logged or shared.
List all transactions over €500 last month that have no attachment.
Detach the wrong PDF from transaction f1a2-b3c4-d5e6.
