PivotBank

app.pivotbank/pivotbankVersion 1.0.0

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

Status

Responds442 msNov 14, 2026, 13:38 UTCAnswered our handshake without sign-in.

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Last checked: Nov 14, 2026, 13:38 UTC
Latency: 442 ms
Remotes responding: 1 of 1
Sign-in: No sign-in
Hosting: Hosted outside the EU (detected)
Registry data as of: Nov 14, 2026, 22:14 UTC

Data from the official MCP Registry, checked by run.zero. How we check

Connect

Streamable HTTP

https://pivotbank.app/mcpResponds442 msNov 14, 2026, 13:38 UTC

No sign-in

Claude Code

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

Claude Desktop and claude.ai

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Settings > Connectors > Add custom connector
Name: pivotbank
Remote MCP server URL: https://pivotbank.app/mcp

Cursor

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

VS Code

code --add-mcp '{"name":"pivotbank","type":"http","url":"https://pivotbank.app/mcp"}'

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Tools

4 tools

Tools of PivotBank
	Description		Read-only	Idempotent	Open world
`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 does, and names the rows where it breaks. Free with a PivotBank account.	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 does, and names the rows where it breaks. Free with a PivotBank account.	Not declared	Yes	Not declared	No
`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 balances, so the reading is proved rather than guessed. Saves the statement to the user's PivotBank account and returns a link to download it in any of those formats. Needs the user to sign in to PivotBank; agents may instead send a Pro API key as 'Authorization: Bearer pvb_live_...'.	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 balances, so the reading is proved rather than guessed. Saves the statement to the user's PivotBank account and returns a link to download it in any of those formats. Needs the user to sign in to PivotBank; agents may instead send a Pro API key as 'Authorization: Bearer pvb_live_...'.	No	No	No	No
`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.	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.	Not declared	Yes	Not declared	No
`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.	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.	Not declared	Yes	Not declared	No

Details

Registry status: Active
Published: Oct 2, 2026
Updated: Oct 2, 2026
Website: https://pivotbank.app/⁠ (opens in a new tab)
Repository: Not given
Categories (suggested): Data and analyticsSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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