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Download statements from all your bank accounts

Last month's PDF and CSV statements from each bank, named the same way, in one folder.

  • On a schedule: On the 2nd of each month at 9:00
Use in CuiarRun from your AI agent

What it does

The task

Sign in with the vault to each bank in this list: banks. For each account and card, download last month's statement as a PDF and the transactions as a CSV. Name each file with the bank, the last 4 digits of the account and the month, for example 'Nordbank-4471-2026-10.pdf'. Save the files to the Google Drive folder folder. Send me a list with each account, the closing balance and any statement that is not available yet. Do not change settings and do not make payments.

  • It works in any bank site and Google Drive, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs on the 2nd of each month at 9:00 (cron 0 9 2 * *).

What you give it

BlankWhat to giveExample
banksThe banks to sign in to, separated by commasNordbank Business, Wise, Harbor Card, Coastal Credit Union
folderThe Google Drive folder for the statementsFinance/Statements/2026-10

What you get back

An example run with the example values above. Your run uses your own data.

October 2026: 5 of 6 statements saved to Finance/Statements/2026-10

AccountClosing balanceFiles
Nordbank business, 447148,210.33 EURPDF, CSV
Nordbank savings, 9902120,000.00 EURPDF, CSV
Wise USD, 331812,904.17 USDPDF, CSV
Wise GBP, 77202,315.60 GBPPDF, CSV
Harbor Card business, 1009-3,882.40 EURPDF, CSV

Not available: Coastal Credit Union, 5521. The October statement is not ready yet.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type banks and folder. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it on the 2nd of each month at 9:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Download statements from all your bank accounts" --schedule "0 9 2 * *" --time-zone Europe/Berlin \
  "Sign in with the vault to each bank in this list: Nordbank Business, Wise, Harbor Card, Coastal Credit Union. For each account and card, download last month's statement as a PDF and the transactions as a CSV. Name each file with the bank, the last 4 digits of the account and the month, for example 'Nordbank-4471-2026-10.pdf'. Save the files to the Google Drive folder Finance/Statements/2026-10. Send me a list with each account, the closing balance and any statement that is not available yet. Do not change settings and do not make payments."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Download statements from all your bank accounts" template with banks = Nordbank Business, Wise, Harbor Card, Coastal Credit Union; folder = Finance/Statements/2026-10.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Download statements from all your bank accounts",
    "task": "Sign in with the vault to each bank in this list: Nordbank Business, Wise, Harbor Card, Coastal Credit Union. For each account and card, download last month's statement as a PDF and the transactions as a CSV. Name each file with the bank, the last 4 digits of the account and the month, for example 'Nordbank-4471-2026-10.pdf'. Save the files to the Google Drive folder Finance/Statements/2026-10. Send me a list with each account, the closing balance and any statement that is not available yet. Do not change settings and do not make payments.",
    "schedule": "0 9 2 * *",
    "time_zone": "Europe/Berlin"
  }
}

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