bank-statement-processing
Wells Fargo Bank Statements
For Claude: How to Use This Skill
Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
When To Use
- Download Wells Fargo monthly statements as PDFs.
- Parse transactions from statement PDFs.
- Persist masked statement and transaction data into SerenDB.
- Produce reusable cashflow datasets for downstream skills.
Safety Profile
- Strict execution boundary: read-only.
- Runtime auth mode: prompt each run.
- Never persists username, password, or OTP codes.
- Keeps raw PDFs local only.
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