list_bank_statements — List available statement months

The list_bank_statements tool returns the statement months that actually exist for an organization’s accounts. Each row confirms a document is available. Use it to discover valid accountId and statementMonth pairs before calling download_bank_statement. The token must carry the statements.read scope and every request must include intent and organizationId.

Scope

Required OAuth scope: statements.read

Input

string

required

The organization to query. Must be one of the organizations the token can access.

string

Inclusive start month in strict YYYY-MM format. Must be a real calendar month.

string

Inclusive end month in strict YYYY-MM format. Must be a real calendar month. Rejected if inverted (fromMonth > toMonth) or if either value is not a real month.

string

Opaque pagination cursor from a previous response. Keep the same pageSize when following cursors. Never parse, edit, or reuse a cursor across different filter sets.

integer

default:"50"

Number of results per page. Must be between 1 and 100.

string

required

What the user asked for and why this call serves it, in 1 to 500 characters. Required on every tool call. See Common tool arguments.

Output

Statement[]

required

Array of statement rows. Each row confirms a document actually exists.

Show Statement

string

required

Always "statement".

string

required

Organization the statement belongs to.

string

required

Account the statement belongs to.

string | null

required

Display name of the account at the time of the statement. May be null.

string

required

Statement month in YYYY-MM format.

object

required

Cursor-based pagination metadata.

Show Pagination

boolean

required

Whether more results are available.

integer

required

Number of results in this page.

string

Opaque cursor to fetch the next page. Present only when hasNextPage is true.

Example

{
  "jsonrpc": "2.0",
  "id": 8,
  "method": "tools/call",
  "params": {
    "name": "list_bank_statements",
    "arguments": {
      "intent": "User asked which monthly statements are available for 2026.",
      "organizationId": "org_1",
      "fromMonth": "2026-01",
      "toMonth": "2026-08",
      "pageSize": 10
    }
  }
}

{
  "jsonrpc": "2.0",
  "id": 8,
  "result": {
    "structuredContent": {
      "data": [
        {
          "object": "statement",
          "organizationId": "org_1",
          "accountId": "acc_1",
          "accountName": "Operating",
          "month": "2026-08"
        }
      ],
      "pagination": {
        "hasNextPage": false,
        "pageSize": 10
      }
    }
  }
}

Notes

Each row confirms a document actually exists. Months without a statement are never synthesized.
Your agent must not claim a statement exists unless it appears in this list.
Follow nextCursor until hasNextPage is false. Keep the same pageSize on every page.
If an invalid cursor is supplied, the tool returns an MCP error: The pagination cursor is invalid. Restart pagination without a cursor and keep the same pageSize for subsequent pages.

download_bank_statement

Download a statement after discovering it here.

Result conventions

Learn how pagination and dual-channel output work across all tools.

Organizations

Transactions

Accounts

Cards

Statements

Contacts

Catalog items

Invoices

list_bank_statements — List available statement months

Scope

Input

Output

Example

Notes

download_bank_statement

Result conventions

​Scope

​Input

​Output

​Example

​Notes

download_bank_statement

Result conventions

Scope

Input

Output

Example

Notes