# PivotBank

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

- name: app.pivotbank/pivotbank
- version: 1.0.0
- connection class: R0 (autonomous)
- trust: 82/100 flags: no-repository
- quality: 88/100 (good)
- owner: not claimed
- descriptor: https://api.protogrid.dev/v1/servers/app.pivotbank%2Fpivotbank
- tools: https://api.protogrid.dev/v1/servers/app.pivotbank%2Fpivotbank/tools

**An agent can connect right now, no human step.** Remote endpoint, no authentication, reachable on the last probe.

## Connection (mcpServers)

```json
{
  "mcpServers": {
    "pivotbank": {
      "type": "http",
      "url": "https://pivotbank.app/mcp"
    }
  }
}
```


## Trust

- hygiene: 80
- liveness: 98
- freshness: 100
- provenance: 55
- drivers: +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.

## Quality 88/100 (good)

### protocol: 75 (weight 25)

- warn `protocol.modern`: newest supported version is 2025-06-18; 2026-07-28 not supported, older versions are deprecated until 2027-07-28
- n/a `protocol.stateless`: only applies to 2026-07-28 servers
- pass `protocol.transport`: streamable HTTP
- n/a `protocol.list_ttl`: only applies to 2026-07-28 servers

### authorization: n/a (weight 15)

- n/a `auth.prm`, `auth.as_metadata`, `auth.cimd`: no remote uses OAuth
- n/a `auth.secret_in_url`: no templated URL

### tool hygiene: 93 (weight 30)

- pass `tools.descriptions`: every tool has a description
- pass `tools.description_length`: descriptions are concise
- pass `tools.schemas`: every tool has an object input schema
- pass `tools.annotations`: 4 of 4 tools declare readOnlyHint or destructiveHint
- warn `tools.directory_hints`: 1 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_cost`: about 788 tokens to load every tool
- pass `tools.api_dump`: tools are not a one-to-one API dump

### stability: 100 (weight 15)

- pass `stability.changes`: no tool changes in 30 days
- pass `stability.rug_pull`: no tool changed its meaning under the same name

### dependencies: n/a (weight 15)

- n/a `deps.known_vulns`, `deps.mcp_sdk_version`, `deps.resolvable`: no npm or PyPI package

- tools: 4, about 788 tokens to load them all
- tool set hash: 64699f99c1be9d24989a39d21b88f4c8
- badge: [![protogrid quality](https://protogrid.dev/badge/app.pivotbank/pivotbank.svg)](https://protogrid.dev/servers/app.pivotbank/pivotbank)
- Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed.

### Tool changes

_No tool definition changes recorded._

## Remotes

- https://pivotbank.app/mcp (streamable-http, auth none, reachable true, uptime30d 0.95714283)

## Packages

_none_

## Tools (4)

- `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 does, and names the rows where it breaks. Free with a PivotBank account.
- `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 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_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.
- `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.