bankconv

bankconv

Convert PDF bank and credit card statements into transactions (ISO dates, signed amounts, running balance) or CSV, OFX, QFX, QBO and Xero CSV files with BankConv. Agent Plugins v1 package (plugin.json + mcp.json + skills/), configuration only: it runs the bankconv-mcp npm package pinned to 0.1.1 over npx stdio, so Node.js 20+ is required, and reads BANKCONV_API_KEY from the user's environment. Disclosure — the PDFs the user names are uploaded to bankconv.com over HTTPS and deleted after 24 hours by default; converting uses pages of the user's BankConv account; converted files are written next to the PDF, to Downloads (or the home folder), or to any path given in save_to, overwriting an existing file there. The package marks the server untrusted, so Hermes asks before convert_statement and download_statement and refuses them in unattended runs.

BankConvToolsv0.1.1Updated 3 hours ago

About

BankConv for Hermes

Convert PDF bank and credit card statements from Hermes. Point the agent at a statement on your computer and it returns the transactions (ISO dates, one signed amount, running balance; opening balances and totals left out), or saves a file next to the PDF: CSV, OFX for Xero, MYOB, Sage and QuickBooks Online, QFX for Quicken, QBO Web Connect for QuickBooks Desktop, or Xero CSV. It handles password-protected and scanned PDFs.

This package bundles the BankConv MCP server (bankconv-mcp on npm, pinned to 0.1.1) and a bankconv skill that tells the agent how to use it.

Install

Create an API key at app.bankconv.com/teams/api-keys and add it to your shell or Hermes profile .env:
```
BANKCONV_API_KEY=sk_live_your_api_key
```

Install and enable the plugin:

hermes plugins install bankconv
hermes plugins enable bankconv

Node.js 20 or newer is needed: Hermes starts the server with npx.

Tools

| Tool | What it does | Asks first |
|---|---|---|
| convert_statement | Converts a PDF and returns the transactions. Uses one BankConv page per PDF page | Yes |
| get_transactions | Reads the transactions of an earlier conversion | No |
| download_statement | Saves a CSV, OFX, QFX, QBO or Xero CSV file next to the PDF | Yes |
| list_conversions | Lists earlier conversions | No |
| get_credits | Shows the pages left on the account | No |

The package marks the server untrusted, so Hermes asks before each tool that isn't read-only and refuses them in unattended runs.

Example prompts

Convert ~/Downloads/september.pdf and list my ten biggest expenses.
Turn every PDF in ~/Statements/2026 into OFX files for Xero.
Convert amex-march.pdf to QBO for QuickBooks Desktop.

What leaves your computer

The PDFs you name go to BankConv over HTTPS and are deleted after 24 hours by default. The agent only sees the transactions if you ask for them; for file outputs it gets back the saved path. The server makes no other network calls and keeps no files of its own.