PivotBank

Official4 tools

by pivotbank

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

MCP Server: app.pivotbank/pivotbank

The app.pivotbank/pivotbank MCP server converts bank statement PDFs into spreadsheet and finance formats, specifically Excel, CSV, OFX, or QBO. It verifies each extracted row against the provided balances, ensuring row-level consistency during conversion.

🛠️ Key Features

Convert bank statement PDFs to Excel, CSV, OFX, and QBO
Check every row against balances

🚀 Use Cases

Transform PDF bank statements into analysis-ready files (Excel/CSV)
Export transactions into accounting or finance formats (OFX/QBO)
Validate converted statement data against balances

⚡ Developer Benefits

Produces multiple output formats from the same PDF input
Includes per-row validation against balances

⚠️ Limitations

Scope described only for bank statement PDFs and the listed output formats

Captured live from the server via tools/list.

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_...'.

Parameters3

statement	object	optional	The bank statement PDF the user shared.
pdf_base64	string	optional	For clients without file attachments: the statement PDF, base64-encoded. 15 MB before encoding at most.
filename	string	optional	The file name, for your own records.

Raw schema

{
  "type": "object",
  "properties": {
    "statement": {
      "type": "object",
      "description": "The bank statement PDF the user shared.",
      "properties": {
        "download_url": {
          "type": "string"
        },
        "file_id": {
          "type": "string"
        },
        "file_name": {
          "type": "string"
        },
        "mime_type": {
          "type": "string"
        }
      }
    },
    "pdf_base64": {
      "type": "string",
      "description": "For clients without file attachments: the statement PDF, base64-encoded. 15 MB before encoding at most."
    },
    "filename": {
      "type": "string",
      "description": "The file name, for your own records."
    }
  },
  "additionalProperties": false
}

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.

Parameters2

statement	object	optional	The bank statement PDF the user shared.
pdf_base64	string	optional	For clients without file attachments: the PDF, base64-encoded.

Raw schema

{
  "type": "object",
  "properties": {
    "statement": {
      "type": "object",
      "description": "The bank statement PDF the user shared.",
      "properties": {
        "download_url": {
          "type": "string"
        },
        "file_id": {
          "type": "string"
        },
        "file_name": {
          "type": "string"
        },
        "mime_type": {
          "type": "string"
        }
      }
    },
    "pdf_base64": {
      "type": "string",
      "description": "For clients without file attachments: the PDF, base64-encoded."
    }
  },
  "additionalProperties": false
}

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.

Parameters2

statement	object	optional	The bank statement PDF the user shared.
pdf_base64	string	optional	For clients without file attachments: the PDF, base64-encoded.

Raw schema

{
  "type": "object",
  "properties": {
    "statement": {
      "type": "object",
      "description": "The bank statement PDF the user shared.",
      "properties": {
        "download_url": {
          "type": "string"
        },
        "file_id": {
          "type": "string"
        },
        "file_name": {
          "type": "string"
        },
        "mime_type": {
          "type": "string"
        }
      }
    },
    "pdf_base64": {
      "type": "string",
      "description": "For clients without file attachments: the PDF, base64-encoded."
    }
  },
  "additionalProperties": false
}

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.

Parameters1

country

string

optional

ISO 3166 alpha-2 code. Leave out for every bank.

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "description": "ISO 3166 alpha-2 code. Leave out for every bank."
    }
  },
  "additionalProperties": false
}

Install

Tools (4)

convert_statementcheck_statement_balancessummarise_spendinglist_supported_banks

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://pivotbank.app/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "pivotbank": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://pivotbank.app/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.

MCP Server: app.pivotbank/pivotbank

🛠️ Key Features

🚀 Use Cases

⚡ Developer Benefits

⚠️ Limitations

convert_statement

check_statement_balances

summarise_spending

list_supported_banks

Install

Remote endpoint

Related servers