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 2026-11-07. Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.

PivotBank MCP server

Power your agent

Add this server

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

Add to Cursor Add in Claude Add to VS Code Run on PlugMCP

Host a copy with our keys and logs.

Server URL

https://pivotbank.app/mcp

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

shClaude Code

1claude mcp add --transport http app.pivotbank-pivotbank https://pivotbank.app/mcp

Run in a terminal.

jsonClaude Desktop

1{2  "mcpServers": {3    "app.pivotbank-pivotbank": {4      "command": "npx",5      "args": [6        "-y",7        "mcp-remote",8        "https://pivotbank.app/mcp"9      ]10    }11  }12}

claude_desktop_config.json

Remote · HTTPPublisher installStep-by-step: add this in Claude

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

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

Server facts

Remote

Transport: http
Version: 1.0.0
Last checked

Tools

No tool list yet. Remote servers get one after the first health check.

FAQ

PivotBank

Add this server

Host a copy with our keys and logs.

Server facts

Tools

Questions

How do I install PivotBank?

Does PivotBank need an API key?

What transport does PivotBank use?

When was PivotBank last checked?

Documentation