MCP server

PivotBank Official

app.pivotbank/pivotbank

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

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

Working at last checkVerified publisher: pivotbank.appAbout 888 tokens per request once connected4 tools

https://pivotbank.app/mcp

At a glance

Type: MCP server
Publisher: pivotbank.app (verified by the MCP Registry)
Status: Working at last check
Tools: 4
Token cost: About 888 tokens per request
Sets up in: Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok
Last checked: 26 Oct 2026, 08:29 UTC

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

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

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.pivotbank]
url = "https://pivotbank.app/mcp"

Gemini CLI

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

Cursor

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

VS Code

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

Antigravity

agy mcp add pivotbank https://pivotbank.app/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"pivotbank","server_url":"https://pivotbank.app/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"pivotbank","server_url":"https://pivotbank.app/mcp"}

check_statement_balances ~239 tokens
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
convert_statement ~332 tokens
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
list_supported_banks ~125 tokens
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.
summarise_spending ~192 tokens
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.

Tallyproof Bank Statements
Bank statement to spreadsheet
MainBook Bank Statement Converter
Convert PDF bank statements to checked Excel, CSV or JSON with balance validation.
AllPDFMagic
PDF tools + invoice extraction, bank statement parsing, GST reconciliation & GSTIN validation.
Zovo Bank Reconciliation
Reconcile a bank account against your books and see which items do not match.
Zovo PDF to Spreadsheet
PDF tables into a spreadsheet
Bank Statement to CSV (Tanod)
Bank statement PDFs become CSV or JSON transactions with dates, amounts and balances.
RentRollAPI
Extract verified data from CRE rent rolls and T12 operating statements (PDF, Excel, CSV, scans)
StatementKit - bank statement normalizer
Normalize bank statements (CSV, camt, MT940, OFX, QIF) to JSON, analyze, export.

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