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
5 results
CoinStats MCP Server
VendorCoinStats · Crypto & Digital Assets
Crypto portfolio tracking and market data.
portfoliocryptomarket dataDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateOctav MCP Server
VendorOctav Labs · Crypto & Digital Assets
On-chain portfolio and DeFi data.
on-chainDeFiportfolioDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateSharpe MCP Server
VendorSharpe.ai · Crypto & Digital Assets
Crypto/DeFi analytics and execution.
DeFianalyticsexecutionDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31Rate
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