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

9 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 →