About PivotBank
Convert bank statement PDFs to Excel, CSV, OFX or QBO, with every row checked against the balances
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://pivotbank.app/mcpclaude mcp add --transport http app-pivotbank-pivotbank https://pivotbank.app/mcp{"mcpServers":{"app-pivotbank-pivotbank":{"type":"http","url":"https://pivotbank.app/mcp"}}}Open in Cursor{"servers":{"app-pivotbank-pivotbank":{"type":"http","url":"https://pivotbank.app/mcp"}}}Open in VS Code{"mcpServers":{"app-pivotbank-pivotbank":{"type":"http","url":"https://pivotbank.app/mcp"}}}{"mcpServers":{"app-pivotbank-pivotbank":{"serverUrl":"https://pivotbank.app/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
4| Parameter | Type | Required | Description |
|---|---|---|---|
| filename | string | No | The file name, for your own records. |
| statement | object | No | The bank statement PDF the user shared. |
| statement.file_id | string | No | |
| statement.file_name | string | No | |
| statement.mime_type | string | No | |
| statement.download_url | string | No | |
| pdf_base64 | string | No | For clients without file attachments: the statement PDF, base64-encoded. 15 MB before encoding at most. |
Details
The maintainer has not added details yet. Check the README in the repository.
Comments
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