78trust / 100

PivotBank

by pivotbank.app in Documents & files

MCP serverPassing, checked 7 h ago

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

https://pivotbank.app/mcp

Last 30 days

All checks passedSome failedAll failedNot checked
Uptime
100%
Response time
324 ms typical, 345 ms slowest 5%
Last check
7 h ago
Next check
any minute now

How to call it

Add it to any MCP client that supports remote servers.

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

4 tools

  • 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 stat

  • 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 c

  • 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.

  • 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.

Security scan

  • No findings. We scan names, descriptions and tool definitions for hidden instructions and other prompt-injection patterns.

Recent checks

WhenResultHTTPTime
7 h agoPassed200297 ms
17 h agoPassed200313 ms
26 h agoPassed200324 ms
35 h agoPassed200581 ms
44 h agoPassed200345 ms
2 days agoPassed200280 ms
3 days agoPassed200330 ms