Free · community-maintained · 109 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.
109
Servers indexed
18
Categories
Categories
5 results
Otter.ai MCP Server
OfficialOtter.ai · AI Notetakers & Meeting Intelligence
Bidirectional meeting capture: acts as an MCP server for transcripts and history, and as an MCP client pulling from Gmail, Drive, Notion, and Salesforce.
meetingstranscriptsbidirectionalDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31Rate
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 →