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.
10 results
Norman Finance MCP Server
VendorNorman Finance · Accounting & Tax
Accounting and tax automation.
accountingtaxautomationDocumentation ↗Auth: API keyLocalUpdated 2026-07-31Ratee-conomic MCP Server
CommunityCommunity · Accounting & Tax
Unofficial e-conomic accounting integration.
accountingNordicsunofficialDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateFrihet MCP Server
VendorFrihet.io · Accounting & Tax
Accounting/tax automation.
accountingtaxDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateNetSuite MCP Server (Standard Tools SuiteApp)
OfficialOracle / NetSuite · Accounting & Tax
Official NetSuite AI Connector SuiteApp exposing records, reports, saved searches and SuiteQL via MCP; governed by NetSuite role permissions.
ERPaccountingSuiteQLenterpriseDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02Rate
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