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
3 results
Salesforce Hosted MCP Servers
OfficialSalesforce · CRM
Salesforce-hosted MCP servers for CRM data and workflows.
CRMworkflowsenterpriseDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateZoomInfo MCP Server
VendorZoomInfo · CRM
Prospect and company intelligence data.
prospectingcompany intelligencecrmDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31Rate
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