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PivotBank MCP server

Which servers in the official MCP registry are PivotBank's own, whether they answer, and what they offer. A program checked each of these, nobody copied them from a product page.

read 2026-10-20

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Whose server it is
  • Registry nameapp.pivotbank/pivotbankverified in the MCP registry

The registry name sits under pivotbank.app. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

When we asked itchecked 2026-10-20
  • Stateanswerschecked 2026-10-20
  • Tools4
  • Server calls itselfpivotbank
  • Server version1.0.0
  • Protocol version2025-06-18

On 2026-10-20 the server answered initialize and tools/list without a sign-in. First answer in 890 ms.

Should an agent connect itNot proven either way yet
  • Its tools do every use case we checked: convert bank statement PDFs into Excel or CSV files; check each converted row against the running balance.
  • Checked on 2 of the 7 days it takes to judge reliability.

Once connected

  • For "convert bank statement PDFs into Excel or CSV files", the likely first call is convert_statement.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

Measured dailydaily checks: 2, the first on 2026-10-20
  • INITE MCP scoreafter a weeka score needs 7 daily checks: 2 so far
  • What an agent can do with it2 of 2 use cases
  • Answeredmeasuring2 of the 7 daily checks it takes to print a share
  • Median first answer928 ms
  • Space in an agent's context≈ 778 tokensthe definitions of all its tools (4), which an agent carries on every turn
  • Tool definitionsA · 100 of 100
  • Typed results0 of 4 toolsdeclared outputSchema: results come typed, read once
  • Every tool passes all six checks.

What an agent can do with it

  • can do · convert bank statement PDFs into Excel or CSV files
  • can do · check each converted row against the running balance
  • not sure · import statements into Xero or QuickBooks

Each of the product's use cases, put to Jev against this server's tool list: can an agent do it with these tools?

Worth a look

None of the five warning signs in these definitions.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (30%), doing the product's job (25%), definitions (20%), context (10%) and use (15%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

Tools it offers4 tools · read 2026-10-20
  • 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…

  • 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…

  • 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.

How to connect

Add the server to your MCP client config. Claude Desktop, Cursor and most other clients read this shape:

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

Add it

Claude Code, in a terminal

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

Add to CursorAdd to VS Code

claude.ai, ChatGPT and other clients: add https://pivotbank.app/mcp as a custom connector in the settings.

OpenAPI spec

2 paths, read 2026-10-20. Open the spec ↗

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.