PivotBank

app.pivotbankv1.0.0Updated Oct 2, 2026

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

VerifiedStreamable HTTPWeb executableData & AnalyticsFinance

Overview

AI-generated overview

Converts bank statement PDFs into Excel, CSV, OFX, or QBO files, with every row checked against the statement balances.

What it does
PivotBank takes bank statement PDFs and converts them into spreadsheet and accounting formats: Excel, CSV, OFX, and QBO. According to the registry description, every extracted row is checked against the statement balances, so the output is validated rather than a raw text dump. The manifest lists no individual tools, so the exact tool names and parameters are not documented here.
When to use it
Useful when you have bank statement PDFs and need them as spreadsheets or as import files for accounting software such as OFX or QBO. It suits bookkeeping, reconciliation, and expense or tax preparation where row-level accuracy against the statement balances matters.
Requirements
A remote MCP endpoint at over streamable HTTP; no packages, environment variables, headers, or authentication are declared. Network access is required, and the statement PDFs to convert must be supplied to the service.
Before you install
The registry description does not state how uploaded statement PDFs are handled, stored, or deleted, so consider the sensitivity of bank statements before sending them to a remote service. No authentication, credentials, or payment terms are declared, so verify access and data-retention terms with the provider.

Installation

In SourceWeft

  1. Open PivotBank in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Other MCP clients

Add this to your client's mcpServers config.

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

Tools

0
Tool metadata has not been indexed yet.

Version history

1
  1. v1.0.0LatestOct 2, 2026