How do I install PivotBank?

Pick a client above and copy the generated config. Cursor and VS Code also have a deep link when the server can run locally or remotely.

Is PivotBank official?

No. Registry-listed is not the same as vendor-official. Read the methodology for the difference.

This listing scores 52 (Fair). The formula is published on the methodology page.

PivotBank MCP Server — Install for Claude, Cursor & VS Code | MCPpedia

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

RegistryRemote

52Fair

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "pivotbank-pivotbank": {
      "url": "https://pivotbank.app/mcp"
    }
  }
}

This server does not declare environment variables.

Tools show up when the registry metadata or the repository README lists them. GitHub enrichment fills this in when a token is configured.

72Good

Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting

Registrylongsizhuo114 stars

68Good

Read conversations, leads, knowledge base and analytics of your Elfsight AI Chatbot widgets.