PivotBank

Official

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

Install

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.