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PivotBank

Official registry Data and databases

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

Website

Install

Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).

Remote (streamable-http)
Claude Code 
claude mcp add --transport http pivotbank 'https://pivotbank.app/mcp'
JSON configuration (Claude Desktop, Cursor, VS Code) 
{
    "mcpServers": {
        "pivotbank": {
            "type": "http",
            "url": "https://pivotbank.app/mcp"
        }
    }
}

Frequently asked questions

What is PivotBank?

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

How do I install PivotBank?

It runs as a remote server. In Claude Code: claude mcp add --transport http pivotbank 'https://pivotbank.app/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.

Does PivotBank need an API key?

Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.

Who maintains PivotBank?

It is published by app.pivotbank. AI.tn lists it but does not maintain or endorse it.

From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.