PivotBank

app.pivotbank/pivotbank · v1.0.0 · finance-and-payments

PivotBank is healthy: it completed an MCP handshake in 1949 ms and exposes 4 tools.

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

Endpoint: https://pivotbank.app/mcp (streamable-http)

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Facts

Users (last 30 days)0
HandshakeHealthy
Auth neededNone
Tool count4
Latency1949 ms
Last checked (UTC)2026-10-15T17:30:10.289Z

Health history

Checked (UTC)StatusLatencyError
2026-10-15T17:30:10.289ZHealthy1949
2026-10-14T16:45:44.709ZHealthy3966

Tools (4)

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
check_statement_balancesUse 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_spendingUse 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_banksLists 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.