Call GET /account_statements with query parameters account_id and optionally statement_period[on_or_after] and statement_period[on_or_before] to filter by date range
Iterate through the returned data array; each statement object includes id, account_id, statement_period (start and end dates), beginning_balance, ending_balance, and a file_id pointing to the PDF
To retrieve the PDF, call GET /files/{file_id} which returns a file object with a download_url; fetch that URL to download the statement PDF
Store the statement metadata and file reference in your document management system; link the statement_id to your GL period-close records
For automated reconciliation, compare the statement's ending_balance to your internal ledger balance as of the statement end date and flag any discrepancy for investigation
Use the statement's beginning_balance and ending_balance combined with the transaction list for that period to reconstruct the full bank-to-book reconciliation
Known gotchas
Statements are generated by Increase on a calendar-month cycle; you cannot request custom date ranges — use the transaction list endpoint if you need an intra-period balance
The download_url in the file object is time-limited; do not store the URL itself, store the file_id and re-fetch the URL at download time
Increase sandbox accounts may not generate statements automatically; test your parsing logic against production data or use the file fixture endpoints in the sandbox
Give your agent this knowledge — and 200+ more routes
One MCP install gives any agent live access to the full route map, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp