Finance
Overview
KontoCSV connects Claude to a secure bank statement conversion workflow for PDF bank, card and payment statements as well as transaction CSV files. Users can upload and inspect statements, check compatible accounting formats, use existing KontoCSV credits to prepare and confirm conversions, track processing and download completed exports. Supported outputs include standard bank CSV, DATEV, Lexware, MT940, CAMT.053, QuickBooks, Xero, Exact Online and other accounting formats. KontoCSV does not request bank login credentials, TANs or card details through Claude.
Tools
Start the quoted KontoCSV conversion after explicit user confirmation. KontoCSV reserves credits atomically before processing and captures only according to the existing job outcome policy. Use this tool for a user-approved KontoCSV conversion when balance reconciliation, multi-account handling or an accounting import format is required.
create_secure_upload_session
ChatGPTCreate a short-lived KontoCSV upload destination for a bank statement, credit-card statement, payment statement or CSV transaction file. Use this only when the host cannot pass an already-uploaded file directly to KontoCSV. Never request bank login credentials, TANs, card numbers or passwords.
download_accounting_export
ChatGPTReturn a short-lived download URL for a completed KontoCSV accounting export that belongs to the authenticated user. Only expose an export when the job outcome permits a downloadable file.
get_conversion_status
ChatGPTRead the current state and quality status of a KontoCSV conversion job. Use this for an already-started job. It must never start a new conversion or charge credits.
get_credit_balance
ChatGPTRead the authenticated KontoCSV account's current total, reserved and available conversion credits. Use this after account linking when a quote may be covered by an existing wallet.
ingest_attached_bank_statement
ChatGPTImport a user-attached PDF bank, card or payment statement, or transaction CSV, from a host-provided temporary file URL into KontoCSV private storage. Use this when the host supplies the file directly as an attachment parameter. This never starts a conversion or spends credits.
inspect_bank_statement
ChatGPTInspect an uploaded bank, card or payment statement before conversion. Use this to identify page count, account structure, currency, balance evidence and compatible accounting export profiles. This inspection must not spend credits or start a paid conversion.
prepare_bank_statement_conversion
ChatGPTPrepare a conversion using only the authenticated KontoCSV account's existing credits. Return the required and available credit counts, and a short-lived conversion token only when the existing balance is sufficient. Never return prices, checkout URLs, upgrade links or payment instructions.
complete_browser_upload
Claudeconvert_bank_statement_for_accounting
Claudecreate_browser_upload_session
Claudedownload_accounting_export
Claudeget_conversion_status
Claudeget_credit_balance
Claudeinspect_bank_statement
Claudeprepare_bank_statement_conversion
ClaudeCapabilities
Writes
Example Prompts
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Links
App Stats
16
Tools
3
Prompts
ChatGPT, Claude
Platforms
Category
Payments and TransfersWorks with
ChatGPT
Claude
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