PivotBank MCP Server: Install & Setup

Install PivotBank in Claude Code

Claude Code

claude mcp add --transport http pivotbank https://pivotbank.app/mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

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

Frequently asked questions

What does the PivotBank MCP server do?

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

Is the PivotBank MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does PivotBank run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add PivotBank to Claude Code?

Run: claude mcp add --transport http pivotbank https://pivotbank.app/mcp

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