PivotBank
Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.
我該用這個嗎
品質與安全性
根據工具定義與協定合規性的自動化分析。
上下文成本
這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高，可用於其他工作的注意力就越少。
安裝
一鍵安裝
將以下內容加入你的 `claude_desktop_config.json` 檔案：
{
"mcpServers": {
"pivotbank": {
"url": "https://pivotbank.app/mcp"
}
}
}遠端端點
https://pivotbank.app/mcpstreamable-http它能做什麼
工具清單
工具（4）
🟡convert_statement(statement, pdf_base64, filename)
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_...'.
輸入結構描述
{
"type": "object",
"properties": {
"statement": {
"type": "object",
"description": "The bank statement PDF the user shared.",
"properties": {
"download_url": {
"type": "string"
},
"file_id": {
"type": "string"
},
"file_name": {
"type": "string"
},
"mime_type": {
"type": "string"
}
}
},
"pdf_base64": {
"type": "string",
"description": "For clients without file attachments: the statement PDF, base64-encoded. 15 MB before encoding at most."
},
"filename": {
"type": "string",
"description": "The file name, for your own records."
}
},
"additionalProperties": false
}🟢check_statement_balances(statement, pdf_base64)
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.
輸入結構描述
{
"type": "object",
"properties": {
"statement": {
"type": "object",
"description": "The bank statement PDF the user shared.",
"properties": {
"download_url": {
"type": "string"
},
"file_id": {
"type": "string"
},
"file_name": {
"type": "string"
},
"mime_type": {
"type": "string"
}
}
},
"pdf_base64": {
"type": "string",
"description": "For clients without file attachments: the PDF, base64-encoded."
}
},
"additionalProperties": false
}🟢summarise_spending(statement, pdf_base64)
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.
輸入結構描述
{
"type": "object",
"properties": {
"statement": {
"type": "object",
"description": "The bank statement PDF the user shared.",
"properties": {
"download_url": {
"type": "string"
},
"file_id": {
"type": "string"
},
"file_name": {
"type": "string"
},
"mime_type": {
"type": "string"
}
}
},
"pdf_base64": {
"type": "string",
"description": "For clients without file attachments: the PDF, base64-encoded."
}
},
"additionalProperties": false
}🟢list_supported_banks(country)
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.
輸入結構描述
{
"type": "object",
"properties": {
"country": {
"type": "string",
"description": "ISO 3166 alpha-2 code. Leave out for every bank."
}
},
"additionalProperties": false
}社群
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