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PivotBank

app.pivotbank/pivotbank
Datos y analítica Finanzas e inversión Público y accesible MCP 2026-07-28

Qué hace este MCP

Converts bank statement PDFs into accounting and spreadsheet formats, verifies running balances, and summarizes spending and recurring payments.

Capacidades

Herramientas

4 herramientas
check_statement_balances
Check that a bank statement adds up
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.
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'statement': {'type': 'object', 'properties': {'file_id': {'type': 'string'}, 'file_name': {'type': 'string'}, 'mime_type': {'type': 'string'}, 'download_url': {'type': 'string'}}, 'description': 'The bank statement PDF the user shared.'}, 'pdf_base64': {'type': 'string', 'description': 'For clients without file attachments: the PDF, base64-encoded.'}}, 'additionalProperties': False}
convert_statement
Convert a bank statement PDF to Excel, CSV, QuickBooks or Xero
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_...'.
Esquema de entrada 
{'type': 'object', 'properties': {'filename': {'type': 'string', 'description': 'The file name, for your own records.'}, 'statement': {'type': 'object', 'properties': {'file_id': {'type': 'string'}, 'file_name': {'type': 'string'}, 'mime_type': {'type': 'string'}, 'download_url': {'type': 'string'}}, 'description': 'The bank statement PDF the user shared.'}, 'pdf_base64': {'type': 'string', 'description': 'For clients without file attachments: the statement PDF, base64-encoded. 15 MB before encoding at most.'}}, 'additionalProperties': False}
list_supported_banks
Banks recognised by name
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.
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'country': {'type': 'string', 'description': 'ISO 3166 alpha-2 code. Leave out for every bank.'}}, 'additionalProperties': False}
summarise_spending
Summarise spending on a bank statement
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.
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'statement': {'type': 'object', 'properties': {'file_id': {'type': 'string'}, 'file_name': {'type': 'string'}, 'mime_type': {'type': 'string'}, 'download_url': {'type': 'string'}}, 'description': 'The bank statement PDF the user shared.'}, 'pdf_base64': {'type': 'string', 'description': 'For clients without file attachments: the PDF, base64-encoded.'}}, 'additionalProperties': False}
Historial

Cambios recientes en herramientas

Añadido
list_supported_banks
4 de October de 2026 a las 02:40
Añadido
summarise_spending
4 de October de 2026 a las 02:40
Añadido
check_statement_balances
4 de October de 2026 a las 02:40
Añadido
convert_statement
4 de October de 2026 a las 02:40
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