    servers/
        file-system/
        pivotbank
  

PI

PivotBank

Unverified Claim & verify → File System

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

Visit website ↗ Try Remote Server

Overview Installation

Overview

PivotBank is a Model Context Protocol server that converts bank statement PDFs into multiple formats—Excel, CSV, OFX, and QBO—with every row verified against account balances. Any MCP-compatible AI assistant can call PivotBank's tools directly, letting the model decide when to use them during conversations or agent runs.

It runs as a remote hosted service at https://pivotbank.app/mcp with no local installation required and no authentication needed. The latest release is v1.0.0.

PivotBank is categorized as File System on mcp.site and integrates with MCP clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed, and others. If you maintain PivotBank, claim this listing to verify ownership, earn the Verified badge, and keep information up to date.

▸Hosted endpoint — Streamable HTTP · https://pivotbank.app/mcp

Installation

Settings → Connectors → Add custom connector
Name: PivotBank
URL:  https://pivotbank.app/mcp

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