PivotBank

Connect Remote server

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

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

{
  "servers": {
    "pivotbank": {
      "type": "http",
      "url": "https://pivotbank.app/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://pivotbank.app/mcp

Tools 4 found in our last check

• 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 sta…

• 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…

• 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.

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