Interesting topic. I think I raised something similar in the Discussions in 
the Beancount repo.
I haven't done much for real but was happy to experiment and see what is 
possible. Admittedly, I don't see much need but I'm trying to use AI agents 
for what we used to try to solve by coding. Downloading statements, parsing 
them, even generating entries, now seems easier and more adaptable to 
changes.
I've used Gemini CLI mainly and it was doing the job. Now I'm looking at 
some agentic AI frameworks.
Anyway, in summary, I got the model to find the ebanking url of the given 
bank, open the page, wait for me to log in, then locate the credit card 
account and how to download the latest statement. It then downloads the PDF 
and compares the transactions to the ones in Beancount journal. Beancount 
and Playwright MCPs were enough for this.
Locally, I'd like to try with something fast, like phi4-mini or gemma3n as, 
apparently, using agents (smaller tasks and focus) achieves greater 
accuracy than using one model to do everything.
Would be interested in learning more stories. Soon we might just be sharing 
prompts instead of building plugins and importers.

Cheers

On Friday, 25 July 2025 at 5:12:18 pm UTC+2 Joshua Cabrera wrote:

> Hi all,
>
> Does anyone care to share any tinkering they've done with AI tools 
> recently?
>
> I found Tammo's post sharing a project for a bean-query MCP server 
> <https://groups.google.com/g/beancount/c/VC91-6yLBE4/m/ihCVGU6BBwAJ> 
> which is quite interesting.
>
> I've been using Beancount for just over a year, but as a layman, I've 
> struggled to automate my workflow.
>
> I was thinking of installing a local model to explore benefits, which is 
> how I found Tammo's post.
>
> Also, would anyone share thoughts on how well or poorly this might go?
>
>    - share my existing ledger for inference,
>    - share an account statement as the raw transaction input I wish to 
>    record, and
>    - prompt the model to output the proposed Beancount transactions that 
>    I can review and then save to my ledger.
>
> It seems like this would work well by iterating on the prompt, but I would 
> appreciate any feedback before I potentially lose precious weekend hours on 
> this idea.
>
> Cheers,
> Josh
>

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