# PivotBank

- Registry name: `app.pivotbank/pivotbank` · version 1.0.0
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets, Docs & notes, Productivity
- Authentication at last check: No auth
- Declared risk: Can write (some tools are not declared read-only)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=app.pivotbank%2Fpivotbank
- Server page: https://mcpstation.net/s/app.pivotbank--pivotbank.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

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

## Tools (as reported by the server, not verified)

- `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.

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html