PivotBank
Convert bank statements to Excel, CSV, QBO or other formats with balance verification.
Reads bank and credit card statement PDFs and converts them to Excel, CSV, QBO, OFX, QIF or JSON. Validates every transaction against the statement's running balances to ensure accuracy. Also summarizes spending by category and identifies subscriptions.
Try asking Muse: "Convert my monthly bank statement PDF to an Excel file I can use in my budget spreadsheet."
See the most upvoted connectors
Source: Found in the official MCP Registry (app.pivotbank/pivotbank) · First listed October 28, 2026
Last 24 hours
Each bar is one check, every 15 minutes. Green means it answered. Last checked 2 h ago.
Is it safe to connect?
What Muse can see: It does not ask you to sign in, so it cannot see your accounts. It only sees what Muse sends it from your request.
Before it acts: Read what Muse plans to do before you approve it, and remove the app from Muse when you stop using it.
musedirectory.ai is not part of Meta. More about how Muse handles your information
How to add it to Muse
Not in Muse's Connectors list yet, but Muse can still use it. Copy the request below and paste it into Muse. Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
https://pivotbank.app/mcpNot in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
Also use it in ChatGPT or Claude
PivotBank is a remote MCP server, so any assistant that can add a custom connector by link can use it. Same link, same tools.
Add it to ChatGPT
- 1
Open ChatGPT settings
In ChatGPT, open Settings, then Connectors (called Apps & Connectors on some accounts).
- 2
Turn on developer mode
Under Advanced settings, switch on Developer mode. That is what lets you add a connector by link.
- 3
Create the connector
Choose Create, give it a name, paste the link as the MCP server URL, and save. If it needs a sign-in, ChatGPT asks for it here.
- 4
Use it in a chat
Start a chat, open the tools menu, pick the connector, and ask. ChatGPT asks before it runs a tool the first time.
Custom connectors need a paid ChatGPT plan, and on Team, Enterprise and Edu accounts only an admin can add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in ChatGPT
Add it to Claude
- 1
Open Claude settings
In Claude, open Settings, then Connectors.
- 2
Add a custom connector
Choose Add custom connector, give it a name, and paste the link.
- 3
Connect and use it
If it needs a sign-in, Claude sends you to it. Then turn the connector on in a chat from the tools menu and ask.
Custom connectors are available on paid Claude plans; on Team and Enterprise accounts an admin may need to add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in Claude
https://pivotbank.app/mcpWhat people ask Muse to do
Technical details: safety screening, tools, response time and recent checks
Response time at the last check: 212ms. Worked in 100% of checks over 30 days.
Screening · October 28, 2026
Screened, no issues found
Screening looks for known threats and hidden instructions at the time of the check, and runs again weekly and whenever the tool list changes. It cannot see the server's code, so only connect what you need and review what Muse asks to do. How screening works.
Tools · 4
convert_statementUse 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 statcheck_statement_balancesUse 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 csummarise_spendingUse 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.list_supported_banksLists 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.Recent checks
Link
https://pivotbank.app/mcpQuestions about PivotBank in Muse
How do I connect PivotBank to Muse?
Not in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use PivotBank to help me. It is a free service with an MCP server at https://pivotbank.app/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
Is PivotBank working right now?
At the last check (October 29, 2026, 09:45 UTC) the endpoint was working, answering in 212ms. Over the last 7 days it answered 100% of health checks. It is checked every 15 minutes.
Is PivotBank safe to connect to Muse?
It was screened on October 28, 2026 with the result "screened, no issues found". Screening checks the domain against threat feeds and reads the tools for hidden instructions and requests for passwords or card numbers. It cannot see the server's code, so grant only the access you need.
What can PivotBank do in Muse?
It exposes 4 tools, including convert_statement, check_statement_balances, summarise_spending, list_supported_banks. For example, you could ask Muse: "Convert my monthly bank statement PDF to an Excel file I can use in my budget spreadsheet."
Follow PivotBank
Made this app? Claim it or get a status badge
Is this yours?
This listing was added from public sources (Found in the official MCP Registry (app.pivotbank/pivotbank)). If you build PivotBank, claim it to correct the details and get your badge.
Paste this on your site or README. It always shows the latest check.
<a href="https://musedirectory.ai/connector/pivotbank"><img src="https://musedirectory.ai/badge/pivotbank.svg" alt="PivotBank on musedirectory.ai" width="236" height="40"></a>