The MCP server directory for wealth management.

Fellow.ai · AI Notetakers & Meeting Intelligence

Meeting summaries, transcripts, action items, talking points, and calendar events queryable via Claude, ChatGPT, or Cursor.

Fireflies.ai · AI Notetakers & Meeting Intelligence

Transcripts, meeting metadata, speaker info, and summaries queryable via Claude/ChatGPT (OAuth or JSON config).

MeetGeek · AI Notetakers & Meeting Intelligence

Meeting transcripts, summaries, action items, highlights, and insights via a hosted or self-hosted open-source MCP server.

Otter.ai · Productivity & Collaboration

Bidirectional meeting capture: acts as an MCP server for transcripts and history, and as an MCP client pulling from Gmail, Drive, Notion, and Salesforce.

Zeplyn · AI Notetakers & Meeting Intelligence

Zeplyn's MCP server, announced September 15, 2026 alongside its Agent Studio, gives MCP-compatible AI applications and a firm's proprietary advisor tools governed access to agents built in Agent Studio, plus Zeplyn's client intelligence and a library of 60-plus wealth-specific tools. Zeplyn positions itself as the AI operating system for wealth management: meeting intelligence, client data and custodial integrations such as Schwab sit behind the server, and agents a firm publishes in Agent Studio become reachable from Claude, ChatGPT, Copilot, Slack or in-house tools. Zeplyn says access runs inside its existing governance layer with role-based permissions, audit trails and PII redaction, and that client data is not used for model training.

Zocks · AI Notetakers & Meeting Intelligence

Read-only access to Zocks meeting intelligence (client/household context) for Claude and ChatGPT.