Free · community-maintained · 180 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.
6 results
- Documentation ↗
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.
cryptoexchangetradingAgent OSAuth: OAuthRemoteUpdated 2026-08-24Rate - Documentation ↗
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.
cryptowallettradingBaseAuth: API keyBothUpdated 2026-07-31Rate - Documentation ↗Auth: API keyLocalUpdated 2026-07-31Rate
- Documentation ↗Auth: API keyLocalUpdated 2026-07-31Rate
- Documentation ↗Auth: API keyRemoteUpdated 2026-07-31Rate
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