The MCP server directory for wealth management.

Alpaca · Brokerage & Trade Execution

Trading and brokerage account access through Alpaca's API, covering positions, orders and market data. Alpaca's paper-trading environment makes it the most practical option here for watching how an agent behaves before pointing it at real money.

Binance · Brokerage & Trade Execution

Binance Agent OS endpoint giving approved AI clients market data and account access. Public tickers, order books, candlesticks and funding rates need no auth; authorized actions cover balances, internal transfers and spot, margin, Convert and futures trading where eligible. Agents cannot withdraw to external addresses or fund the Agentic subaccount.

Community (k1xme) · Brokerage & Trade Execution

Community-built integrations against Schwab's brokerage API, covering account positions, balances and, in some implementations, order placement. There is no official Schwab MCP server, and implementations vary in scope and maintenance.

Coinbase · Brokerage & Trade Execution

Coinbase Developer Platform access covering trading, wallet operations and on-chain activity across Coinbase and Base. Reads and writes inside Coinbase's own product rather than serving a read-only data feed.

Connect Trade · Brokerage & Trade Execution

Enterprise remote MCP server letting fintech platforms connect their users' retail brokerage accounts to AI models from any LLM provider through one server-side integration, spanning 20+ brokers, with structured permissioned access to accounts, trading and real-time market data. Caveats: B2B infrastructure for platforms, not a server an individual advisor or firm connects directly. Platforms can configure agents to trade automatically OR to require manual approval per order. The safety posture depends entirely on the integrator's configuration. Early access, gated to qualified platforms by application. Connection details are not publicly published; start with read-only scopes.

Dukascopy Bank SA · Brokerage & Trade Execution

Connects a Dukascopy JForex trading account to AI assistants including ChatGPT and Claude, so clients can execute orders, manage positions, calculate risk parameters and monitor account exposure in natural language. Vendor states client passwords are never shared with the assistant. Caveats: executes live trades. This is not a read-only server; at announcement the integration was available for JForex DEMO accounts only, with live-account support described as "coming soon". Confirm current status before relying on it. Dukascopy's retail offering is heavily CFD/leverage-based. FINMA-regulated (Switzerland). "First Swiss bank to enable AI-powered trading via MCP" is the vendor's own claim. Connection details are not publicly published and are arranged with the vendor; start with read-only scopes.

Community · Brokerage & Trade Execution

Community-built integrations against the Interactive Brokers API, typically covering positions, balances, market data and order entry through the IBKR gateway. No official Interactive Brokers MCP server exists.

Leverate · Brokerage & Trade Execution

Back-office MCP server for brokers and prop firms, connecting a firm's Leverate CRM, marketing funnel and risk data to Claude, ChatGPT and other assistants for conversational analysis of its own operational data. Caveats: deliberately points at back-office data, NOT trade execution, unlike most brokerage MCP servers. Serves CFD brokers and prop firms rather than RIAs or wealth managers; relevance to a wealth audience is indirect. Announcement date unconfirmed (2026). No primary-source date verified. Connection details are not publicly published; start with read-only scopes.

Monex Group / Monex, Inc. · Brokerage & Trade Execution

Lets Monex Securities clients query their own brokerage account through ChatGPT and Claude: holdings, deposit and withdrawal history, order status and mutual fund information, without opening the Monex site or app. Information retrieval only; no trade execution through AI. Reported as the first major Japanese brokerage with an MCP server cleared through OpenAI's review process.

Community (trayders) · Brokerage & Trade Execution

Unofficial Robinhood integration.

TradeStation Securities · Brokerage & Trade Execution

Connects an existing TradeStation brokerage account to AI tools so clients can analyse positions, plan strategies and place trades in plain language. Every order requires explicit confirmation and runs inside the account's existing permissions and risk limits. Claude first, more platforms planned; requires a $10,000 minimum balance and an active Claude Pro subscription.

Community (abaddon83) · Brokerage & Trade Execution

Full Trading 212 Invest/ISA account access via MCP: portfolio positions, orders, dividends, transactions, pies and account analytics. Supports demo and live environments.

Webull · Brokerage & Trade Execution

Fully managed cloud MCP service hosted by Webull. Connect a Webull brokerage account through OAuth and give AI assistants read-only access to account balances, positions, order history, watchlists and real-time market data for stocks, ETFs, options, futures and crypto. No local installation or API-key management required.

Community · Brokerage & Trade Execution

Unofficial Zerodha trading integrations.