How do I install PivotBank?

Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does PivotBank need an API key?

No required environment variable is listed on this record.

What transport does PivotBank use?

PivotBank is reached over HTTP.

PivotBank

by app.pivotbank

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

接入你的智能体

添加此服务器

The publisher's own URL. Not a PlugMCP endpoint.

Server URL

https://pivotbank.app/mcp

Provider

Add in Claude

Claude opens with the name and URL filled in. You still confirm it there.

Claude Code

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

Run in a terminal.

Claude Desktop

{
  "mcpServers": {
    "app.pivotbank-pivotbank": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://pivotbank.app/mcp"
      ]
    }
  }
}

claude_desktop_config.json

Step-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

在 PlugMCP 上运行

用我们的密钥与日志托管一份副本。

这是你新建的服务器，不是此条目的官方端点。若要用发布方的 URL 与凭证，请使用上方安装面板。

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Questions

How do I install PivotBank?: Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.
Does PivotBank need an API key?: No required environment variable is listed on this record.
What transport does PivotBank use?: PivotBank is reached over HTTP.
When was PivotBank last checked?: Last checked 2026-10-16. Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.

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