List a Plaid item's bank statements

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://docs.usehearsay.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json
{
  "integrations MCP server": {
    "url": "https://docs.usehearsay.com/mcp"
  }
}

Close
GET /financial-data/statements/{plaidItemId}

Asks Plaid for the item's available statements, stores any new ones, and returns every stored statement record for the item (account, month, year, and the downloaded file once there is one). Returns 409 if the item's accounts have not synced yet.

Path parameters

  • plaidItemId string Required

    MongoDB _id of the PlaidItem

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • data array[object] Required

      Stored statement records for the item, as saved in the database.

      Hide data attributes Show data attributes object
      • _id string
      • plaidItem string
      • financialAccount string | null
      • statementId string
      • plaidAccountId string
      • month number
      • year number
      • userFile string | null

        Set once the PDF has been downloaded

      • createdAt string(date-time)
      • updatedAt string(date-time)
      • __v number
    • statusCode number Required
    • timestamp string(date-time) Required
GET /financial-data/statements/{plaidItemId}
curl \
 --request GET 'http://api.example.com/financial-data/statements/{plaidItemId}' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200)
{
  "data": [
    {
      "_id": "65a1b2c3d4e5f6a7b8c9d0f1",
      "plaidItem": "string",
      "financialAccount": "string",
      "statementId": "string",
      "plaidAccountId": "string",
      "month": 3,
      "year": 2026,
      "userFile": "string",
      "createdAt": "2026-05-04T09:42:00Z",
      "updatedAt": "2026-05-04T09:42:00Z",
      "__v": 42.0
    }
  ],
  "statusCode": 200,
  "timestamp": "2026-01-15T10:15:00.000Z"
}