MainBook Bank Statement Converter — agent skill

This repository contains agent instructions, not the converter. Converting a file requires the mainbook-mcp server and a MainBook account. Each conversion spends one page credit per PDF page; installing the skill and calling the other four MCP tools does not spend page credits.

The instructions require the agent to retrieve the JSON evidence behind XLSX/CSV results, report arithmetic mismatches and row-level warnings without treating reconciliation as proof of perfect extraction, and preserve provenance across multiple statements.

Install for Claude Code

The Claude Code plugin bundles the skill and a local stdio MCP configuration with no secret:

/plugin marketplace add human-beyond/mainbook-skill
/plugin install mainbook-bank-statement-converter@human-beyond

Then sign in separately and reload Claude Code:

uvx mainbook-mcp auth login

The command opens a browser approval page and stores a revocable credential locally; no key is copied into the plugin. Verify the reloaded connection with the free get_balance tool. See references/setup.md for the full flow and folder configuration.

Install the skill only

For agents supported by the open skills CLI:

npx skills add human-beyond/mainbook-skill

This command installs the instructions only. The root SKILL.md is the single source used by both the skills CLI and the Claude Code plugin. Non-plugin clients still need the MCP configuration and terminal sign-in described in references/setup.md.

Codex does not use the Claude Code plugin format. Install the skill, add the local MCP entry to ~/.codex/config.toml, and run uvx mainbook-mcp auth login.

Scope

The workflow covers page-credit preflight, duplicate-charge protection, timeout recovery, mandatory JSON evidence retrieval, statement and card validation, warning rows, insufficient credits, local-versus-hosted boundaries, and multi-statement delivery.

MainBook reads statement files the person already has. It does not connect to bank accounts, hold banking credentials, buy credits, take payments, delete jobs, or change account data.

Related

• human-beyond/mainbook-mcp — MCP server source
• MainBook MCP setup — account and product setup reference
• references/output-schema.md — MCP JSON and spreadsheet representations

MIT licensed. Maintained by Human Beyond LLC.