app.pivotbank/pivotbank

up checked 2026-11-11T04:39:17.475Z

Unclaimed · Unverified

Publisher-provided title

PivotBank

Publisher-provided description

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

Summary by lookupd

Converts bank and credit card statement PDFs to Excel, CSV, QBO or OFX, checks rows against balances, and summarises spending.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http pivotbank https://pivotbank.app/mcp

Codex, remote (streamable-http)

codex mcp add pivotbank --url https://pivotbank.app/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Publisher-provided text

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 (
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 again
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 payme
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:

Shows this live status and links here; updates hourly.

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