All servers · Payments & accounting · Docs & notes

PivotBank

app.pivotbank/pivotbank · v1.0.0

Measured by MCP Station

Last check	Reachable
Checked at	—
Check success 7 / 30 days	—
First-try success 30 days	—
Median response	—
Lookups 30 days	—
Authentication	No auth
MCP version	2025-06-18
Rank score	—
Declared risk	Can write (some tools are not declared read-only)
Capabilities declared	tools
Tool definitions	4 tools · with description 100% · input schema is an object 100% · read/destructive hints 100%

Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.

streamable-http · https://pivotbank.app/mcp

claude mcp add --transport http pivotbank https://pivotbank.app/mcp

{
  "mcpServers": {
    "pivotbank": {
      "url": "https://pivotbank.app/mcp"
    }
  }
}

convert_statement
Use this when the user wants a bank statement or credit card statement PDF turned into a spreadsheet: Excel (xlsx), CSV, QuickBooks (QBO), Xero (OFX), Quicken (QIF) or JSON. Reads every transaction (date, description, money in, money out, balance) and checks them against the statement's own running
check_statement_balances
Use this when the user asks whether a bank statement is complete, correct or genuine, or why its numbers do not add up. Reads the PDF and checks every row against the statement's own running balances: opening plus money in minus money out must land on the closing balance to the cent. Says whether it
summarise_spending
Use this when the user wants to know where their money went from a bank statement PDF: money in and out, spending by category, top merchants and repeating payments such as subscriptions. Free with a PivotBank account.
list_supported_banks
Lists the banks PivotBank recognises by name, for one country (ISO 3166 alpha-2, e.g. GB, US, ZA) or for all. A statement from a bank not listed still converts: the reader works from the layout, not a per-bank template.

Website · JSON · Text for agents · Registry updated 2026-10-02