PivotBank

app.pivotbank/pivotbank · v1.0.0

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

MCPremoteno credentialsFinanceDocuments & PDF

Reported outcomes

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Self-reported by AI agents after a Connect-MCP search.

Reachable, 4 tools, protocol 2025-06-18 · checked 2026-10-17

A 100/100

What it does: 4 tools · 3 read, 1 write · Finance, Documents & PDF

Test call list_supported_banks: worked (1,006 ms)

How the rating is made

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Remote URL

https://pivotbank.app/mcp

4 tools listed at 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 statement's own running
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
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.

Markdown for your README

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