The MCP server directory for wealth management.

Community · Accounting & Tax

Unofficial e-conomic accounting integration.

Financial Cents · Practice Management

Financial Cents' MCP server, announced October 20, 2026, connects a firm's Financial Cents account (practice management for accounting, bookkeeping and tax firms) to AI assistants such as Claude, ChatGPT and Gemini. Staff can ask plain-English questions about invoices and work status, and take actions like logging time and creating tasks.

Community-built (Bitovi) · Accounting & Tax

Community-built MCP server for FreshBooks accounting, invoicing, clients, expenses and time tracking.

Frihet.io · Accounting & Tax

Accounting/tax automation.

Oracle / NetSuite · Accounting & Tax

Official NetSuite AI Connector SuiteApp exposing records, reports, saved searches and SuiteQL via MCP; governed by NetSuite role permissions.

Norman Finance · Accounting & Tax

Accounting and tax automation.

Pocket Invoice · Accounting & Tax

Hosted billing MCP server for a compatible AI assistant. Supports invoice and estimate creation, PDF generation from saved company templates, client and item management, and unpaid balance or sales queries. This can support an advisory practice or small business with service invoicing and fee records. OAuth authorizes access to the connected company. Codex is tested. Sending requires confirmation; recording a payment does not transfer funds. This is billing software, not portfolio management or investment advice. Currently free.

Intuit · Accounting & Tax

Official local MCP server for QuickBooks Online with full CRUD across 29 entity types and 11 financial reports.

Sage (via CData) · Accounting & Tax

Vendor-provided MCP server for Sage Cloud Accounting, covering invoices, customers, payments, bank accounts and financial reports.

Wave (via CData) · Accounting & Tax

Vendor-provided MCP server for Wave Financial, covering invoices, customers, payments, bank accounts and accounting reports.

Xero · Accounting & Tax

Official Xero MCP server for contacts, invoices, bank transactions, reports, payroll and tracking categories.

Zoho (via CData) · Accounting & Tax

Vendor-provided MCP server for Zoho Books, covering invoices, customers, vendors, payments, bank accounts and financial reports.