Pdf Statement Parser
Parses a single financial statement PDF (checking, savings, credit card, brokerage, 401k, HSA, mo…
by lyndonkl
The skill
Parses a single financial statement PDF (checking, savings, credit card, brokerage, 401k, HSA, mortgage, tax form) and emits a normalized JSON record with institution, account mask, statement period, opening/closing balances, line-item transactions or holdings, and a confidence score. Use when extracting structured data from a bank, brokerage, retirement, or HSA PDF statement, when ingesting a drop of household finance documents, or when user mentions parsing a statement, extracting transactions from a PDF, or normalizing statement data.
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Use this skill
Connect your agent to the Skill Store MCP server and ask for it by ref: lyndonkl/pdf-statement-parser-42776425140.
Details
- Publisher
- lyndonkl
- Category
- Finance & Markets › Misc
- Updated
- 2026-08-22
References
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