Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.
接入配置
选择客户端，复制配置，再按项目文档补齐环境变量。
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"
}
}
}