Transactions and statements

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

Try it

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

Try it

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.

Try it

List all transactions over €500 last month that have no attachment. Detach the wrong PDF from transaction f1a2-b3c4-d5e6.

Install

Tools

Transactions and statements

Transactions

Statements

Attachments

​Transactions

​Statements

​Attachments

Transactions

Statements

Attachments