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PivotBank

R0· no sign-in

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

v1.0.0 · active · website · descriptor JSON · versions

An agent can connect right now, no human step.Remote endpoint, no authentication, reachable on the last probe.
Quality88good
Trust82of 100
Uptime, 30 days96%
Latency p50802 ms

Connect

8 clients · secrets stay placeholders
{
  "mcpServers": {
    "pivotbank": {
      "type": "http",
      "url": "https://pivotbank.app/mcp"
    }
  }
}
claude mcp add --transport http pivotbank https://pivotbank.app/mcp
[mcp_servers.pivotbank]
url = "https://pivotbank.app/mcp"
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "pivotbank": {
      "type": "remote",
      "url": "https://pivotbank.app/mcp",
      "enabled": true
    }
  }
}
{
  "mcpServers": {
    "pivotbank": {
      "type": "http",
      "url": "https://pivotbank.app/mcp"
    }
  },
  "deeplink": "cursor://anysphere.cursor-deeplink/mcp/install?name=pivotbank&config=eyJ0eXBlIjoiaHR0cCIsInVybCI6Imh0dHBzOi8vcGl2b3RiYW5rLmFwcC9tY3AifQ%3D%3D"
}
{
  "servers": {
    "pivotbank": {
      "type": "http",
      "url": "https://pivotbank.app/mcp"
    }
  }
}
{
  "mcpServers": {
    "pivotbank": {
      "httpUrl": "https://pivotbank.app/mcp"
    }
  }
}
extensions:
  "pivotbank":
    enabled: true
    name: "pivotbank"
    type: streamable_http
    uri: "https://pivotbank.app/mcp"
    timeout: 300

Quality 88 / 100good

protocol75 · weight 25
  • warn
    protocol.modernnewest supported version is 2025-06-18; 2026-07-28 not supported, older versions are deprecated until 2027-07-28
  • n/a
    protocol.statelessonly applies to 2026-07-28 servers
  • pass
    protocol.transportstreamable HTTP
  • n/a
    protocol.list_ttlonly applies to 2026-07-28 servers
authorizationn/a · weight 15
  • n/a
    auth.prm, auth.as_metadata, auth.cimdno remote uses OAuth
  • n/a
    auth.secret_in_urlno templated URL
tool hygiene93 · weight 30
  • pass
    tools.descriptionsevery tool has a description
  • pass
    tools.description_lengthdescriptions are concise
  • pass
    tools.schemasevery tool has an object input schema
  • pass
    tools.annotations4 of 4 tools declare readOnlyHint or destructiveHint
  • warn
    tools.directory_hints1 of 4 tools declare all four hints; missing: check_statement_balances (destructiveHint, idempotentHint); summarise_spending (destructiveHint, idempotentHint); list_supported_banks (destructiveHint, idempotentHint)
  • pass
    tools.token_costabout 788 tokens to load every tool
  • pass
    tools.api_dumptools are not a one-to-one API dump
stability100 · weight 15
  • pass
    stability.changesno tool changes in 30 days
  • pass
    stability.rug_pullno tool changed its meaning under the same name
dependenciesn/a · weight 15
  • n/a
    deps.known_vulns, deps.mcp_sdk_version, deps.resolvableno npm or PyPI package

4 tools, about 788 tokens to load them all · tool set 64699f99c1be · checked 2026-10-20 16:30 UTC

Tool changes

No tool definition changes recorded. A server's first observation is its baseline; later probes record what changes.

Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed. How it is computed.

Trust 82 / 100

no-repository
provenance55
liveness98
freshness100
hygiene80

+dns-namespace +website +reachable +uptime-96% +updated-18d-ago -no-repository

Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed. How it is computed.

Endpoints

remoteauthreachableuptime 30dp50protocollast ok
https://pivotbank.app/mcp streamable-httpnoneyes96%802 ms2025-06-182026-10-20

Tools (4)

check_statement_balancesread-onlyUse 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.
convert_statementUse 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_...'.
list_supported_banksread-onlyLists 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_spendingread-onlyUse 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.

Schemas: list_tools.

Similar MCP servers

Official server.json
{
  "name": "app.pivotbank/pivotbank",
  "title": "PivotBank",
  "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
  "remotes": [
    {
      "url": "https://pivotbank.app/mcp",
      "type": "streamable-http"
    }
  ],
  "version": "1.0.0",
  "websiteUrl": "https://pivotbank.app",
  "description": "Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances."
}