The MCP server directory for wealth management.

BankSync · Banking & Account Aggregation

Vendor-run remote MCP server over BankSync's aggregation network (15,000+ institutions), exposing accounts, transactions, balances, investments and loans through 28 tools. Vendor documents read-write access. Start with read-only scopes and a least-privilege key.

Belvo · Banking & Account Aggregation

Three MCP servers over Belvo's Latin American open finance infrastructure: a Developer MCP for integration questions and example code, a Data Access MCP for a specific user's financial data once explicit consent is granted, and an Analytics MCP on the roadmap. Caveats: Brazil and Mexico only. No U.S. coverage. Only the Developer and Data Access servers were live at announcement; Analytics was roadmap. Data access is consent-gated per user. Regional open-finance infrastructure, limited direct relevance to U.S. wealth management. Connection details are not publicly published; start with read-only scopes.

Blend Labs · Banking & Account Aggregation

Gives lender-built AI agents a single interface into Blend's origination stack, credit and underwriting through compliance and closing, with agentic workflow execution, institution-specific configuration against a lender's own guidelines, access controls and audit trails. Caveats: mortgage and consumer lending origination, adjacent to, not part of, wealth management. Live in beta at announcement. Blend platform lenders only. Access controls and audit trail are vendor-described. Connection details are not publicly published; start with read-only scopes.

Bud Financial · Banking & Account Aggregation

Gives AI applications access to Bud's enriched transaction and account data and money-management tools, so agents can answer questions on spending patterns, product suitability, affordability and individual transactions within existing consent and security boundaries. Caveats: requires the Bud platform. An enrichment layer over bank data, not direct account access. Aimed at banks, credit unions and fintechs rather than advisors. "Bank-grade" and the consent and security boundary handling are vendor-described, not independently verified. Connection details are not publicly published; start with read-only scopes.

Fi Money · Banking & Account Aggregation

Consumer-facing personal finance MCP server consolidating a user's bank accounts, mutual funds, loans, insurance, EPF, real estate and gold into AI assistants including ChatGPT, Gemini and Claude. Caveats: India only. Consumer product, not an advisor or institutional tool. In beta at announcement. "India's first personal finance MCP server" and "first-ever consumer-facing personal finance MCP" are vendor claims. Connection details are not publicly published; start with read-only scopes.

Griffin · Banking & Account Aggregation

UK banking-as-a-service MCP server that lets agents open accounts, initiate payments and analyse transaction history against a PRA/FCA-regulated bank. Sandbox access today, production by arrangement.

Community (acambitsis) · Banking & Account Aggregation

Unofficial Investec private banking integration.

Community (mottibec) · Banking & Account Aggregation

Unofficial Israeli bank data integration.

Lendscape · Banking & Account Aggregation

Connects a finance provider's live Lendscape environment to assistants from Anthropic, OpenAI and Microsoft, so an assistant can read operational data, simulate proposed actions and execute changes validated against the provider's business rules. Vendor emphasises that the platform, not the AI, validates and commits every action. Caveats: asset and equipment finance, outside wealth management proper. Includes write actions, though validation sits with the platform per the vendor. Lendscape customers only. Announcement date unconfirmed (2026). No primary-source date verified. Connection details are not publicly published; start with read-only scopes.

Lili · Banking & Account Aggregation

Connects MCP-compatible assistants (Claude, ChatGPT, Copilot) to client-authorised banking data inside Lili, built for accountants and bookkeepers managing multiple small-business clients, supporting recurring workflows such as daily or monthly client financial snapshots. Caveats: requires clients to bank with Lili and to authorise access. Not a general aggregator. U.S. small-business banking; serves accountants rather than wealth advisors. Placed in Banking & Account Aggregation because it connects to banking data, though its audience is accounting. Connection details are not publicly published; start with read-only scopes.

Meniga · Banking & Account Aggregation

Bridges a bank's chosen LLM to Meniga's transaction enrichment, personal finance and insights layer, supporting conversational spend queries plus agentic tasks like opening accounts or setting up transfers.

Community (richardadonnell) · Banking & Account Aggregation

Unofficial Monarch Money personal finance access.

Narmi (for Grasshopper Bank) · Banking & Account Aggregation

MCP server letting Grasshopper business banking clients query their own financial information through Claude, account balances, recurring vendor categorisation and similar analysis. Caveats: read-only by design. Launched as a controlled beta to a limited client group. Confirm current availability. Grasshopper business banking clients only; Narmi's broader partner availability is separate. Claude was the only supported assistant at launch. "First MCP server by a U.S. bank" and "first bank in Anthropic's connector directory" are the vendor's claims. Connection details are not publicly published.

nCino · Banking & Account Aggregation

Connects MCP-compatible AI agents into the nCino Mortgage Suite so lending teams handle origination and admin work in natural language, with pre-built Admin and Loan Officer tool sets running inside nCino's existing permissioning, audit-logging and human-confirmation controls.

Fifth Third Bank · Banking & Account Aggregation

MCP server for Newline, Fifth Third's embedded finance business, standardising how AI agents access Newline APIs for payment, card and deposit products. Extended in April 2026 with Skills, which standardises how models use tools and workflows. Caveats: enterprise embedded-finance clients of Newline only. Not an advisor-facing tool. MCP was introduced December 2025 and the Skills phase announced April 2026; treat as an evolving capability rather than a fixed release. Governance and productivity benefits are vendor-stated. Connection details are not publicly published; start with read-only scopes.

Nymbus · Banking & Account Aggregation

MCP server purpose-built for the Nymbus core banking platform, exposing 19 tools for front-office banking actions including customer lookup, account management, money movement and debit card controls. Financial institutions choose which tools are enabled, which roles can access them, and where additional review or approval is required. Caveats: includes WRITE actions, money movement and card controls. So scope configuration matters materially. Nymbus platform institutions only. "One of the first secure MCP servers purpose-made for core banking" is the vendor's framing. Connection details are not publicly published; start with read-only scopes.

Personetics · Banking & Account Aggregation

Gives banks access to Personetics' financial behaviour analysis, predictive analytics and contextual engagement models over MCP, so institutions can build agentic applications surfacing insights through chatbots, mobile assistants, virtual financial advisors or embedded modules. Caveats: bank licensees of Personetics only. Privacy-by-design, auditability and global regulatory compliance are vendor-stated, not independently verified. Insight layer over bank data rather than a data source in its own right. Connection details are not publicly published; start with read-only scopes.

Plaid · Banking & Account Aggregation

Bank and brokerage account connectivity across thousands of US institutions, returning balances, transactions, holdings and account identity. The most widely deployed aggregation layer in US consumer and advisor fintech, and frequently the mechanism sitting underneath another platform's aggregation feature.

Community (mnckapilan) · Banking & Account Aggregation

Unofficial Starling Bank integration.

Community · Banking & Account Aggregation

Unofficial You Need A Budget integrations.

Community (ashishmerani) · Banking & Account Aggregation

Unofficial Gradio-based server exposing Envestnet | Yodlee bank accounts, balances, and transactions to MCP clients.