Free · community-maintained · 176 servers
The MCP server directory for wealth management.
Model Context Protocol servers that RIAs, advisors, fintech builders and developers can connect to Claude, ChatGPT and other assistants: market data, custody, CRM, planning, compliance and operations, in one index.
176
Servers indexed
18
Categories
Categories
5 results
New to MCP?
Connecting a server takes a pasted link or a short config entry. No engineering background needed. Our guide explains the two hosting models, the four login types you will see on these cards, and a safe order to try them in.
Read the connection guide