MCP 服务器

PivotBank

            app.pivotbank/pivotbank
        

数据与分析金融与投资公开且可连接 MCP 2026-07-28

此 MCP 可以做什么

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

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.

只读

输入模式

{'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_...'.

输入模式

{'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.

只读

输入模式

{'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.

只读

输入模式

{'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}

已添加

                            list_supported_banks
                        

2026年10月4日 02:40

已添加

                            summarise_spending
                        

2026年10月4日 02:40

已添加

                            check_statement_balances
                        

2026年10月4日 02:40

已添加

                            convert_statement
                        

2026年10月4日 02:40

服务器详情

版本

1.0.0

传输方式

Streamable HTTP

工具

延迟

1353 ms

端点

https://pivotbank.app/mcp

近期扫描

成功

2026年10月4日 02:40

PivotBank

此 MCP 可以做什么

工具

近期工具变更

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