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PivotBank

by pivotbank.app · remote · no sign-in to list tools · v1.0.0 · published by app.pivotbank

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

Changes · 2
CompareRegistry entry

4 tools: 2 change things and 2 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

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

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

4 tools

Changes things 2Claude Code: ask
  • check_statement_balancesUse this when the user asks whether a bank statement is complete, correct or genuine, or why its numbers do not add up.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    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 cent. Says whether it does, and names the rows where it breaks. Free with a PivotBank account.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
  • convert_statementUse 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.No findings

    Why it is in this group

    • The name "convert_statement" says "convert": a word for a change.
    Description, as the server wrote it
    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 statement's own running balances, so the reading is proved rather than guessed. Saves the statement to the user's PivotBank account and returns a link to download it in any of those formats. Needs the user to sign in to PivotBank; agents may instead send a Pro API key as 'Authorization: Bearer pvb_live_...'.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
Only reads 2Claude Code: allow
  • list_supported_banksLists the banks PivotBank recognises by name, for one country (ISO 3166 alpha-2, e.g.No findings

    Why it is in this group

    • The name "list_supported_banks" says "list": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
  • summarise_spendingUse 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 subscrip…No findings

    Why it is in this group

    • The name "summarise_spending" says "summarise": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

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

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__pivotbank__summarise_spending",
      "mcp__pivotbank__list_supported_banks"
    ],
    "ask": [
      "mcp__pivotbank__convert_statement",
      "mcp__pivotbank__check_statement_balances"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as pivotbank. Review it before you use it.