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
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7 results
YNAB MCP Server
CommunityCommunity · Banking & Account Aggregation
Unofficial You Need A Budget integrations.
budgetingunofficialDocumentation ↗Auth: API keyLocalUpdated 2026-07-31Rate
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