Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.
Setup
Choose your client, copy the config, then fill in any required environment variables.
claude mcp add --transport http pivotbank https://pivotbank.app/mcp~/.codex/config.toml
[mcp_servers.pivotbank]
url = "https://pivotbank.app/mcp"
# codex mcp add pivotbank --url https://pivotbank.app/mcp~/.cursor/mcp.json
{
"mcpServers": {
"pivotbank": {
"url": "https://pivotbank.app/mcp"
}
}
}.vscode/mcp.json
{
"servers": {
"pivotbank": {
"type": "http",
"url": "https://pivotbank.app/mcp"
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"pivotbank": {
"httpUrl": "https://pivotbank.app/mcp"
}
}
}claude_desktop_config.json · Customize › Connectors › Add custom connector
{
"mcpServers": {
"pivotbank": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://pivotbank.app/mcp"
]
}
}
}.trae/mcp.json
{
"mcpServers": {
"pivotbank": {
"url": "https://pivotbank.app/mcp"
}
}
}