PivotBank

Name: PivotBank
Author: pivotbank.app

by pivotbank.appversion 1.0.0i★ –iRuns in the cloud

Registry nameapp.pivotbank/pivotbank

How to install

What it does

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

Connects Runs in the cloud
Account or key No key needed
Category Docs, sheets & office work

Install

Pick the AI app you use, then copy the settings.

Passed 2/3 checks · What you ask goes through the maker’s server (pivotbank.app) · ✓ Commands checked Nov 13, 2026

First: which AI do you use?

ClaudeWeb · app · phoneChatGPTWebClaude CodeTerminalCursorCode editorVS CodeCode editorOtherOther apps

Pick your app and the steps appear below.

Works with Claude · about 2 min

No key, nothing to install · Set it up once on claude.ai or the desktop app, then use it in chat · free accounts can add 1 · on Team/Enterprise an Owner adds it

Open Claude’s Connectors page
CustomizeConnectors
Done
Click “Add” → “Custom” → “Web” and fill in these 2 fields
Copy each value into the field with the same name in Claude, then click Continue
Name · NamePivotBank
Remote MCP server URL · Addresshttps://pivotbank.app/mcp
Click Continue past the sign-in settings Claude detected · under Authentication choose what the maker says (Sign in now, Sign in when needed or No sign in), then click Add
Done
Turn it on in a chat
+ConnectorsPivotBank
Done
Try it
Use PivotBank and tell me what you can do for me, then show me one thing
✓ If Claude says it is using PivotBank or shows a PivotBank tool in the answer, you are connected

Menu names checked against Anthropic’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with ChatGPT, depending on your plan

Full MCP: ChatGPT Business, Enterprise or Edu on the web · Pro: connects with read/fetch permissions, so tools that change data may not work · Plus: not confirmed in OpenAI’s docs; if you see an add-custom-MCP option on the Plugins page you can try these steps · web only

Open ChatGPT’s add-MCP page on the web
Plugins+Add custom MCP server
Done
Fill in the name and address
Enter a name, paste the address under Connection, tick the risk warning and click Create as a plugin
Name · NamePivotBank
Connection · Addresshttps://pivotbank.app/mcp
Done
Pick PivotBank in a chat
Start a new chat and pick PivotBank from your plugins before typing
Done
Try it
Use PivotBank and tell me what you can do for me, then show me one thing
✓ If ChatGPT says it is using PivotBank or shows a PivotBank tool in the answer, you are connected

Menu names checked against OpenAI’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with Claude Code · about 2 min

No key, nothing to install

Open Terminal
Mac: press Command+Space and type Terminal · Windows: open PowerShell
Done

Paste this command and press Enter

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

Done

Type /mcp in Claude Code
You should see PivotBank listed as connected
Done
Try it
Use PivotBank and tell me what you can do for me, then show me one thing
✓ If Claude Code says it is using PivotBank or shows a PivotBank tool in the answer, you are connected

Menu names checked against Anthropic’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with Cursor · about 2 min

No key, nothing to install

Click this button to open Cursor
Open in Cursor
Cursor asks you to confirm; click Install
Done
Open the AI chat in Cursor in Agent mode
Done
Try it
Use PivotBank and tell me what you can do for me, then show me one thing
✓ If Cursor says it is using PivotBank or shows a PivotBank tool in the answer, you are connected

Menu names checked against Cursor’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with VS Code · about 2 min

No key, nothing to install

Click this button to open VS Code
Open in VS Code
VS Code asks you to confirm; click Install
Done
Open the AI chat in VS Code in Agent mode
Done
Try it
Use PivotBank and tell me what you can do for me, then show me one thing
✓ If VS Code says it is using PivotBank or shows a PivotBank tool in the answer, you are connected

Menu names checked against VS Code’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Other apps that use MCP, such as Windsurf, Zed or Gemini CLI, each add servers differently. See how in the app list.

See every app that uses MCP →

Address for apps that connect over the web

Addresshttps://pivotbank.app/mcp

JSON settings are under “For developers” below

Stuck? Ask people who use PivotBank💬 Discussion →

For developers: Terminal commands and JSON settings

Over the web

Claude Code

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

Cursor (~/.cursor/mcp.json)

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

VS Code (mcp.json)

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

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

At a glance

GitHub stars i: –
Downloads per weeki: Not on npm/PyPI
Verified domain: ✓ pivotbank.app
Licence i: No licence stated
Connection: Runs in the cloud
Transport: streamable-http
Latest versioni: 1.0.0
Categoryi: Docs, sheets & office work
Published to registryi: Oct 3, 2026
Code last changedi: –
Maker: pivotbank.app
Repo: –
Website: pivotbank.app
Registry status: Active

Which apps can use it

Based on how this server connects and on each app’s own docs, checked Nov 10, 2026.

Connect over the internet in

Claude ChatGPT Goose LM Studio Msty Studio Cherry Studio Cursor VS Code + GitHub Copilot Visual Studio Windsurf (Devin Desktop)Zed Kiro Cline Continue JetBrains AI Assistant Claude Code Codex CLI Gemini CLI OpenCode nodecode Warp LibreChat Open WebUI Raycast

All apps, with pros and cons →

What it can do

Tool names and descriptions exactly as the server reported them on Nov 13, 2026. The maker wrote them, not us; we show them as plain 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 (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.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 14, 2026

! Caution
Maker matches the repo
The registry lists no source repo, so we cannot match the publisher (pivotbank.app) to the code
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
✓ Pass
Endpoint responds
Responded in 618 ms (HTTP 200)
– Not applicable
Sign-in with OAuth
No sign-in needed
✓ Pass
No hidden instructions in tool descriptions
Read 4 tool descriptions and found no hidden instructions to the AI

Discussion

Ask, share a tip or report that it does not work. Sorted by what people marked helpful.

No posts yet. Be the first to ask or share.

Posts here are written by users, not the PopNx team.

User reviews

No reviews yet

Compared with others in Docs, sheets & office worki

More stars than 0% of the other 3879 servers in this category
Published to the registry more recently than 41% of the other 3879 servers in this category
Basic checks equal to or better than 47% of the other 3879 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is PivotBank safe?

It passed 2 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.0.0) reached the registry 42 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT on the web (full MCP on Business and above; Pro read-only).

What can I use instead?

In the same category: Puter MCP, XcodeBuildMCP, XcodeBuildMCP

Others in the same category

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Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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by cameroncookeWidely used↓ 130.5K/wk shared package★ 6.6KUpdated 14 months ago

Runs on your computer

Install

README from the maker

No README found in the repo

PivotBank

What it does

Install

Open Claude’s Connectors page

Click “Add” → “Custom” → “Web” and fill in these 2 fields

Turn it on in a chat

Try it

Open ChatGPT’s add-MCP page on the web

Fill in the name and address

Pick PivotBank in a chat

Try it

Open Terminal

Paste this command and press Enter

Type /mcp in Claude Code

Try it

Click this button to open Cursor

Open the AI chat in Cursor in Agent mode

Try it

Click this button to open VS Code

Open the AI chat in VS Code in Agent mode

Try it

Over the web

At a glance

Which apps can use it

Related guides

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Discussion

User reviews

Compared with others in Docs, sheets & office worki

Common questions

Others in the same category

Puter MCP

XcodeBuildMCP

XcodeBuildMCP

README from the maker